Method Community

Hi Conner, You’re almost there, but you need to change a couple of things. First, you need to link the Name field instead. The FullName field contains the customer’s full name, not the contact’s name. Once you have done this, you will be able to format your ContactRecordID dropdown to display the name of the contact. Next, you ...

Hi Don, I didn’t take into consideration that this filter may differ on a Method for QBO account. As you can see, there is an additional filter, but the idea is the same. You just need to have a look at the stock screens and copy the filters settings on to your custom screens. Alternatively, you could make a copy of the stock screen ...

I am trying to add a dropdown when building sales order so that the sales reps can choose from a list of Contacts from the company. I have looked around at the forums and thought I knew how to properly do this but it is not working out as planned. I went to the SalesOrder table and added a dropdown field called ContactRecordID and ...

I'm trying to keep these items from popping up when generating new quote/workorder/invoice.  Please advise.

I just tried that, but it still shows the deleted items/inactive items.

Hi Don, The corresponding stock screens already contain filters for this. They are located under the Advanced Properties of the Item field on the grid. Here is the advanced properties for the Item field on the EstimateLine grid on the Estimates screen. I hope this helps. -Audisho

When creating quotes/workorders/invoices, how can we prevent inactive items from popping up in the item list?  This has been an issue.  Thank you.

Here is a list of the pages on my account I want to transfer. These are the names they are called in my account (thesolarguys). Thanks FieldService_AddEditWorkOrder(BETA2) FieldService_AddEditWorkOrder(HuperBETA3) FieldService_Appointments FieldService_Calendar(BETA) FieldService_Calendar(Huper ...

Hi thesolarguys, Can you provide me with a full list of the screens that throw this error when copying? I’ll have to investigate if it is possible for us to “detach” the screen from the app, allowing you to copy it to Method. -Audisho

Hi Jonathan, Actually, EntityType has the following values: Customer, Customer Lead, Vendor, Employee & Other Name. With the exception of Customer Lead, this field is used by both QuickBooks and Method to distinguish between entity types, Customer Lead being Method only. It is used to organize and control what is available to each. I ...