Method Community

I can't seem to find where Territories (Departments) are used in Method.  My objective is to assign Customers to Territories (or Departments, which is the term Method appears to use).   To test this morning I added four new "Territories" in Quickbooks.  I then manually sync'd Method with Quickbooks.  The ...

Hi Conner, If you have 2 accounts that will have the same screens and workflow, but will connect to different QuickBooks files and contain different data, you may want to consider setting up your account for multi-tenancy. This will allow you to maintain a single version of your screens across multiple accounts. You can read about this in ...

Only the account that you are copying to needs to be a pro account. The other account can be either. Audisho

When copying a screen from one account to another, do both need to be in Pro Edition?

Hi Conner, The version of Method is set on a per account basis. In order to obtain access to the pro features, each licence on the account must be converted to a pro license. You may be able to downgrade to the standard version once you have completed copying the screens, assuming your account meets the requirements. For example; if any of the ...

My company has two seperate Method databases that we are in the process of creating (one for the US, and one for Europe). Both of these will have almost identical screens, so after I am done customzing the US database I want to just copy the screens over. I see that this option is available, but only for Method Pro Users. Am I able to convert ...

Hi Matt, This appears to be a bug with multi-tenancy in M:N, as I’m able to replicate this behaviour as well. I’ve created a ticket for our development team to investigate and will keep you posted with any updates via this thread. Sorry for the inconvenience. Audisho

Thanks Steve.  And no, you do not need to log out.  You can use your account as you normally do.  I'll be performing tests behind the scenes.   If I need anything else, I'll let you know!

Jonathan, Access is turned on.  Do you need me out while you do your testing?

I am trying to customize the Estimates app to work across multiple tenant accounts. I updated the filters on the Estimate list screen to show all estimates with a Record ID > 0 and that worked fine. When I click on the row for an estimate from another tenant it take me to the estimate screen but does not load the record.