Method Community

Hi Ruth, Thanks for reaching out to us!  Unfortunately, on the UI level, this is not possible. However, we do have the ability to create sub-customers in Method. The way they will show up is like Customer: SubCustomer. Hope this helps! Regards, Inder

The following updates are now live for users of Method: New Features / Updates Editable Grids - Added a Row Click event. (PL-32185) HTML Editor - Validation rules are now supported. (PL-31946) Fixes Tables & Fields - Fixed an issue that caused duplicate tables and print generation errors in some cases. (PL-32575) Work Orders - ...

The following updates are now live for users of Method New Features / Updates App Routine System Pages - Accessibility Improvements. (PL-32347) Fixes App Routine Management - Minor design improvements for mobile devices on the Edit Schedule screen. (PL-32144) Mobile app - Scroll not working when viewing an estimate using two custom ...

Hi Bryan, Thanks for posting here. As per your question, if you want to make the transition of your QuickBooks application from desktop to the cloud, then data will be easily moved to the cloud servers. It will be the responsibility of cloud providers. Most of the competent hosting providers offer 24/7 IT-support. You can contact the Solutions ...

The following updates are now live for users of Method Fixes Customization - Fixed an issue where making a new copy of a screen did not properly set the screen redirect. (PL-32502) Partner Copy Tool - Fixes issue where screen copies result in multiple instances of the same app routine. (PL-32488) Tags - Styling updates to the Manage Tags ...

The following updates are now live for users of Method New Features / Updates Payments - Updating payments marked Pending with latest status. (PL-32273) Profile System Page - Removed special character limitation when resetting Password. (PL-30058) Work Orders app - Added a more helpful empty state for list screens. ...

The following updates are now live for users of Method New Features / Updates Field Crew app - Added a more helpful empty state for list screen. (PL-32012) Proposals app - Added a more helpful empty state for list screens. (PL-32013) Regards, Guillermo

The following updates are now live for users of Method Fixes Email System Page - Fixed issue where email signature field is not saving. (PL-32368) Regards, Marwan

Hello, our contact data is currently stored as organisation details at the customer level and then the employee (s) detail at the sub customer level within QBOL. Can we create this view within the contacts overview? Organisations Employee 1 Employee 2 ETC

The following updates are now live for users of Method Fixes Customization - Fixed an issue where new screens based off any table named Samples were not properly saving records. (PL-32267) Email System Page - Fixed issue where email signature did not save when html styling is copy/pasted. (PL-32268) Regards, Phil