Method Community

Hello, I installed the codec and can, in fact, view every other webinar except this one (including the Introduction to Customizeation Screen).  I can hear this webinar... but the screen is black.  I'd really like to see this webinar. Suggestions? Thank you! Meghan

Hi Marcelo, Sorry for the late reply, I initially missed this. I created a table for makes called CarMake and a table for models called CarModel. I then added a required dropdown field Make to the CarModel table, which created the link between the two tables. Hope this helps. - Justin

On 10/31 Method released an update that created problems with the Generate Report function.  At the time my client reported the problem to me, I didn’t realize there was a Method update so spent time looking into it.  Once I figured out that the Generate Report function wouldn’t work at all with certain tables, I also noticed ...

 Hi Lynette, Not every screen that is in QuickBooks appears in Method.  We designed Method to be a basic template, allowing you as the end user to easily customize these templates with ease.  If we created a more robust template with extensive action sets, it could be cumbersome and confusing to do basic customizations for some of ...

Can the calendar object be used on tables other than activity? Would like to create a job calebdar based on Customers and am getting an error message.

Hey Chen, Just to verify: are you connected to a QuickBooks Desktop or QuickBooks Online account? SalesRep is strictly QuickBooks Desktop. For QuickBooks Online Users it's connected to "AssignedTo'  But I do see how SalesRep is a table available to see under Tables/Fields but not in the Import/Export. Thanks for bringing ...

Hi Ben : I have been reading several post on tables, fields,screens and report designer. This is what I am trying to achive, when I open up a new work order on a customer and I enter the customer name select the one I want. Now I want to enter the unit number for the equipment the customer has. but when I chose equipment at the ...

Greg,   The fields that the drop down fill are from the "CustomerEquipment" table and are added to my "Add/EditWorkOrder" screen through shared fields. I have it set up so if the customer has equipment on file in the "CustomerEquipment" table it shows in the drop down.  Once a selection is made from ...

Hi James, I have taken a look at your account and was able to see what you are referring to.  We actually have a ticket in for this issue, it seems that when using tags in tables other than Contacts, they do not appear correctly within the "tabbed" areas of a screen.  As a test, I added th "TagList" ...

Brian,  To edit the post above, it turns out opportunities are already linked to the Estimate table by default. If you look at the Customers>Estimates screen you'll see the option to link an opportunity. See my screenshot below.  You will still need to add linked fields from the Opportunity table into the ...