Method Community

Hi. Unfortunately the maxium length for customer name is 50 characters. Part of this is due to limitations imposed by the QuickBooks API.  Thanks Chris 

Hi Mike. Unfortunately we do not have that feature in Method Report Designer. I will make this down as a feature request with our dev team however I can't commit to an ETA on this.  Thanks Chris 

Hi Edward, Sorry for the late reply. Customers and Contacts are two separate tables in Method, and have separate screens as a result. The Customer is the main one you're concerned with for QuickBooks-related purposes, they're the entity to which you attach Estimates, Invoices, etc., whereas a Contact would ...

@Fran I'm a morning person and remember I'm on the East Coast.  I also had a client contact me at 7:30 that was unable to aceess Method.

Hi Matt, I've created a ticket for this issue. I'll keep you posted through this forum thread. - Justin

As the admin user I am able to manage tags within my account. However another non-admin user is not able to manage tags. It says they do not have permission and to contact the administrator. How do I give them permission to manage tags?

The report is based on the iteminventory table I have a column with the "purchased cost" and a column with "quantity on hand", so I did a calculated field purchased cost times quantity on hand, now I need a sumary for tha calculated field column, You are saying that I should go into to method, add a new field to the ...

The following updates will soon be made live for users of Method:Classic.  The following updates are planned for January 8, 2015. Improvement - Significant decrease in the time it takes to copy a screen within the same account (Ticket 4993) Fix - Grid drop down fix. Sometimes a reference to an archived lookup record with the same name ...

Hi thesolarguys, The only way to sort a dropdown is to make the sorting field the first column of the dropdown. There unfortunately isn't a way to sort it by secondary fields, or a way to force a sort. - Justin

Is there a way to sort a dropdown field in a grid. For instance on the AddEditWorkOrder page there is a dropdown field as Job Item on the work order. Right now it sorts by the first column which is the product names. I created a new field in the table called ItemOrder which I label each item with an letter of the alpha bet to ...