Method Community

Hi Chris, Here are a couple of things you can try: 1) Navigate to Customize > Tables / Fields, locate the Activity table and select Edit Table… Verify that the Automatic Reminders data looks correct. 2) If you don’t use this template on the backend of any of your screens, make a copy and delete the original. Maybe you re-used an ...

[quote user="thesolarguys"] Since I am not really changing anything same QB database and same Method Tables/Data. I could not export all of the Method data into a new account and start the QB sync on the new account? Would the sync engine know a difference? [/quote] Hi thesolarguys, Method uses the ListID / TxnID / ...

I have customized Method by adding Tables/Fields for Customers and Products and have entered data into those new fields.  We had it syncronized with QB Online.  For various reasons we are starting a 'new' QB Company that will have all the same Customers and Products but they now have different Item/Customer Numbers assigned by QB ...

Hi Justin.  I created the report with the tables you re commended, but when I preview it, only our company information is repeated over and over.  Not sure why. Also, I'm not sure where the generate report action is.  Not sure why I'm having so much trouble, I used to be a quality control analyst for Ingenix (United ...

Aloha, I am trying to add a filter to a Generate a Report command. I have completed the Generate a Report command including a filter.  Report = Refferal Detail Report   Tables of Report = RefferalsLinked   Fields in Table = ServedDate Condition Statement = Greater than or Equal to From =  Value From Screen   ...

Hi techconnect, I don't have an ETA for the rollout of Method:New, but to make sure you're kept up-to-date on all product releases and feature upgrades, be sure to subscribe to the Method blog and connect with us on Twitter. As far as impact to custom fields, tables, and forms, there shouldn't be any. All these things are stored in ...

Hi GetRXd, You can activate Email Reminders for activities by navigating to Customize > Tables / Fields and clicking Edit Table... for the Activity table in the list. These reminders will be sent 15 minutes before the time of the activity. Conditional Warning is an action in the action list. You can add it to any ...

I got them to display the way I wanted, but when I try to select one of the choices of the dropdown it won't let me, nothing happens This is what I did Screen is based on fixed asset item table, the dropdowns are based on inventory item table 1. Edit fixed asset item table and added a dropdown field based on item inventory table to ...

Hello Again,  Still working on this. Thank you for your assistance! We were able to find the tables and add the appropraite fields - However we are unable to view our additions to the field names under the correct drop down. Are we missing a joining/publishing step? I have a screen shot but it wont paste here - under field ...

Hi Greg Thank you for your help.  You got me pointed in the right direction.  Creating a new screen was missing from the video instructions.  Can I link two tables together?  I would like to get the company name to show up in place of bill to address.  I’m currently using the invoice table.  I think I ...