Method Community

Hi Mike, For the most part, removing the ability for a user to select the save buttons will essentially give them a read-only version of the screen. They will be able to make changes to data in the fields, but since they do not have access to the save buttons, these changes will never be saved. Additionally, on the transaction screens (sales ...

Hello, I am looking for direction in regards to creating view only screens for some of our employees. In particular I want to make the view only QB's Sales order and invoice screen. I have already created an employee only Tab group, so I would imagine the next step would be to make a copy of the screen and then create a conditional ...

Hi industrialrobotix, I just want to let you know that I’ve put in a feature request to add estimates to the app ribbon in the opportunities app. I can’t provide an ETA for when this will be available, but I’ll keep you posted on any updates that I receive via this forum thread. I hope this helps. -Audisho

Hi Matt, I tested this with the CRM_Activity report and I’m seeing the same thing. It looks like the list is only including the first 10 items. If you select not in list you will probably notice that the 11th, 12th etc. items will be included anyway. I’ll create a ticket for the development team to investigate. I’ll keep you ...

Yes, I displayed the list on the screen and it has more than 9 record ids. I also tried different dates, the screen is a work order list screen.

Hi Matt, I know that you’ve probably already done this, but just to confirm; Have you tried displaying your list on the screen to confirm that is contains the expected record IDs (if your list is not just a text input object)? Have you confirmed that the record IDs are correct? I’ll see if I can replicate this and post ...

I am using the generate report action with the filter of RecordID "In List" and it is only showing the first 9 records in the list on the report, not all of the records as it should be.

Thank you for your prompt response! I have been setting up a lot of new screens so it's been coming up every login and loading for a minute. Once everything is set up, I guess I won't have to deal with the loading pages again.

Hi Jason, Method will only need to generate a screen upon sign in if 1) You left the screen designer open to the screen when you signed out of Method or closed the tab / window 2) You selected Save & Close from the screen in the screen designer, but selected Cancel when you were prompted if you would like to publish the screen The screen ...

Hi Gerald, In order to sync with a new QBO company, you must start a new Method account. Your Method account will only sync with the company that it was originally connected to. If you’ve customized screens in Method to use these custom fields, you can copy them to the new account and any fields on the screen will be added to the tables ...