Method Community

GetRXd, 1) You'll want to put some validation on the Save function of your screen. Take a look at the Save button as it is, it contains validation for the Customer Name and Contact fields. You can add validation for other fields the same way. 3) The easiest way to do this would be to add the BillAddressAddr1 field ...

I understand that, how about putting something simple in the field placeholder to deter that? My point is there are many times in my workflow coaching where all we need is those two fields. Now I've got to make a copy of the screens to do this which means the client will no longer benefit from Method updates, just because ...

Today, I went to add a new contact for a customer, which I have been able to do before.  However, when I try to save the contact I get an error that the "Full Name" field is blank.  I realized that the Entity name is not populating at the top of this screen to assign the Contact to a Customer.  After looking at the actions ...

Hi Mahlon, I've put in a feature request for this. I'll post back here with any updates. - Justin

Hi Mahlon, We leave the Note/s field(s) out of our stock screens on purpose, to discourage their use in place of Activities. - Justin

Hi Nick, Sorry for the late reply, looks like this one slipped by me. Please email me the Report Name of the report you would like restored, as well as the Company Account name of the account. Please ensure that the MethodSupport user is turned on by navigating to Customize > Users in Method and checking the box ...

Hi Marcelo, I did get the email. I've added this forum thread to the ticket we have in with our development team to fix this issue. I'll post back here once it's resolved. - Justin

Hi Jeremiah, When you create an Estimate or Invoice in Method, it will pull over the current billing information from the Customer record. So if you change that information, the new information will be pulled over going forward, but the old ones should retain the information from when they were created. Hope this helps. - Justin

Hi Nick, Due to limitations on the QuickBooks side, it is not possible to change the properties of any core accounting fields in Method. In this specific example, QuickBooks allows 41 characters for the CompanyName field in its Entity table. We adhere ...

I'm aware these fields exist... We use them all the time.  That's why I would like them on the native Method screens, instead of copying the screens for every new implementation I do.