Method Community

Hi thesolarguys, I wrote a program to automate the process of moving data from one Method account to another. It maintains the links betwween customers, activities, activity job items etc. Fell free to give me a call or send me an email if you are interested.

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?

When will activities have email functionality built in?

Hi HMoore, You can set a page break before or after any of your bands. Just select the band and locate the Page Break option under Behaviour in the Properties Grid in the lower right hand side. Based on the page setup you mentioned, I believe your best option would be to insert another group footer directly above your page footer and include the ...

I am a fairly new user to Method and have an Estimate built on Report Designer that is almost perfect.  But now I am tasked with creating a second page with about three paragraphs of contract information. My problem is that I don't know where to put the page break!  I am not too familiar with the bands, but my Estimate includes the ...

Hi Mahlon, I had a look at this and I believe there may be an issue with the schedule follow up insert record action on the stock screen. The activity type and assigned to fields are blank in the action and even if I correct this, the screen designer tells me that the action is incomplete. This is affecting my ability to test this, as I ...

This is happening on a copy of the edit activity screen. I added a few extra fields on schedule follow-up. I tried doing this from another custom screen and have no problems.

Hi Mahlon, I just tested this using the following Insert Record Into Table action and it worked as expected. Am I missing anything? -Audisho

Hi thesolarguys, This can be done, but it is quite a large project. Your first step would be to sync your QuickBooks (QB) file to your new Method account. You want all of your syncing QB data to come over via QB to prevent any possible sync conflicts. If you have custom non-posing field data for these records, you can import it afterwards with ...

I'm having some strange behavior with the insert record in the table action for activities.  I am trying to insert a comment from a text box on the screen. I cannot get it to insert. Even tried updating field in table after the insert. Also having some problems with a few other custom fields I use.  I had also added the ...