Method Community

Hi Eva, I wanted to get back to you with regards to how you would link the bills under vendors with a field services work order. In order to do this, I'd like to take a moment to explain what work orders are. Although they appear as "work orders" under the Field Services tab, these records are actually listed in the general ...

Hi LilAaron, In order to export the customer contacts to print them, follow the following steps: 1. In Method go to Customize -> Integration Tools -> Go to import/export... 2. Choose to Export a table to a file 3. Pick the "customer" table from the list of tables and select the fields you wish to export. In your case this ...

Hi Thomas, Regarding changing the Labels of fields - you are correct. This is merely a cosmetic change that does not affect the database relationship.  Your original question was whether you can override the Estimate LineTotal field, and the answer to this is no. This particular value is pulled directly from QuickBooks, it isn't ...

  Thanks for the clarification Ryan. It's a bit disappointing that Intuit is not supporting the new fields in the SDK, but they are good about not breaking legacy functionality so building the extra fields into Method sounds like a good solution. One final point of clarification.  Will the import tool "join" the ...

 Hi Mike, I added 2 tab sections to my Customer List screen then added 2 textboxes from "Add Objects" and I clicked 'Save' under the Address Info tab section and the information was saved in both textboxes. Can you try removing the Job Notes text box from the screen, drag a new text box and see if that works? If I miss a ...

Brian, I made a utility for my own use to erase all the records in any given table. It isn't pretty looking and given it's destructive potential I don't think I'd want to give/sell it to anyone, but if you have a few tables that you would like erased one time, you can contact me at matt@TechInTheField.com and I should be able to ...

 Hey Jacob, As you noticed, the default template for estimates does not support "Manufacturer's Part Number". You would need to add this field to the table, then customize the screen to add the field. If you need help doing this, check out the webinar "Tables and Field", you can find that here. Once you add the ...

Hello, I'm experimenting with the API and wanted to just browse some of the data in some of tables. To put it more simply, I'd like to run the equivalent of this SQL query over the API. Select Name from Customers limit 5; It looks like I should be using the MethodAPISelect_XML to accomplish this. In the documentation I see some ...

 If you're talking about how to show only one customer in Method Integration in the browser I would do the following. In the design screen (Customize > Screens) edit or create a new screen. Drag a dropdown object onto the screen. Edit the dropdown object. Go to step 4. Select Customer under the Value From Table dropdown. Select ...

Hi HP, Thanks for sending us the file. We have looked into it and I have e-mailed it back to you with some suggested fix-ups. There are a few things I want to go over and give you some recommendations. 1. The reason it wasn't importing was because you had changed the table name from "Customer" to "Leads". You didn't ...