Method Community

Hey krp2203, Did you create a textbox only on the screen? In order to store the information in the table, you'll need to actually create a field in the table. You can then drag that field onto the screenusing the screen designer. In order to customize tables go to Customize > Tables/Fields > find the table name (if you're referring ...

Hi handcrafted, The Method for QBD and Method for QBO tables/screens are different and the QBO authentication functionality does not exist on Method for QBD accounts, therefore you won't be able to sync Method for QBD data to a QBO account. Additionally, we do not recommend importing screens from one type of Method account to the other, ...

Hi Rodney,  To start, you should add a new field into the Customer table. To do this go to Customize>Tables/Fields. Scroll down to the Customer table and click Edit Fields.... The type of field you want to add is a DateTime field. Don't forget to click the Add Field button and then the Finished ...

Hi Andy, Welcome to Method.  We have webinars on customization that should be helpful.  You can find them here.  In general, we suggest you always try to add fields to existing tables whenver possible.  This makes modifying existing screens easier and streamlines the database.    How are you trying to link the ...

Thought you might like to know I just received a similar error on a custom screen I am working on. The error is: "The value 'Contact Name' was not a valid dropdown list value for 'ContactsRef'." The contact, 'Contact Name', has been properly entered into the tables I intended. I did not see any fields named ...

[quote user="thesolarguys"]I created a text field in the customer table. I then linked that field to activity. I made a grid from the activity table but that field just shows blank.[/quote] You might have missed a step when linking the tables - here are the steps I took to link a field from Customer to Activity:   Click ...

Hi AutumnW, [quote user="AutumnW"]I'm looking for a little info on how to go about creating a new Third-Party Portal for a contractor/vendor/employee who is not a Method user...[/quote] These people do not have to be Method users they just have to have a portal setup where they can register as Portal users. [quote ...

Hi Heather, Your Method Account is tied specifically to one QB database at a time. You can always use the "Copy / Import Screen..." to copy from an existing Method account to a new one, however to do this you would need to simultaneously have two Method accounts registered with us - one to copy from, and other to import into. *Note: ...

 Hello, Could you kindly confirm where in the estimates table do you have LineTotal field. This field is not part of the Method default estimate table, or perhaps you renamed the label of the TotalAmount field. In order to see which fields are listed in the Estimate screen, go to customize -> Tables/Fields -> estimate table, hit Edit ...

this worked. thank you. one more thing i'd like to do on this editopportunity screen: part of our sales process is when an opportunity is closedwon we create a subcustomer that has the same name as the opportunity.  the sub customer is used only for billing purposes.  therefore, there are only 4 fields where we input ...