Method Community

Hi Liz, Yes, the field you are looking for is Customer.Name. This is the name in QuickBooks. In this scenario, it is common to have the company name in both the Name field and the CompanyName field.  Jason

The following updates are now live for users of Method New Features / Updates Charts - Accessibility Improvements. (PL-30553) Field Services - Work Orders app is required before installing Field Crew app. (PL-31149) Fixes Sync Conflicts page - Added ability to see more than the first 10 fields in Record Details grid. (PL-31198) Sync ...

Hi Jason, Thanks, we got it working. One question though, if a customer has a company name I can see that in quickbooks it displays the customer record as the contact name not the company name (you can edit the customer in QB and change the display name to be the company name but ideally if it's a company it needs to ...

Hi LizT, Scenario 1: Yes, you can create a Customer record and leave the CompanyName field blank. You don't have to worry about the Contact record, it will be automatically created when you insert the Customer. The Customer, Vendor, and Employee tables are just "views" of the Entity table. The Entity table consists of ...

The following updates are now live for users of Method New Features / Updates Buttons - Accessibility improvements. (PL-30259) Icons - Accessibility improvements. (PL-30923) Toggles - Accessibility improvements. (PL-30564) Fixes Button Menu - Impoved behaviour with sizing changes when viewed on mobile vs desktop. ...

Test Post 

Hi, We're new the method API and wanted to make sure we're creating records in the right way. We need to create customer records and contact records. Scenario 1: the customer is an individual (not a company), do we create a customer record, leave the company field blank, then create a contact record? I see that the contacts table ...

The following updates are now live for users of Method New Features / Updates Radio Button - Accessibility improvements. (PL-30627) Dialog component - Accessibility improvements. (PL-30946) Reports System Page - Display 'Copy to an account' feature to all users. (PL-31054) Field Services - Field Technician Discount. ...

The following updates are now live for users of Method New Features / Updates Radio Button - Accessibility imporvements. (PL-30627) Fixes Insert Records into Table action - Fixed issue where EntityType was blank after duplicating an Entity. (PL-30432) New Contact screen - Added logic to prevent users from creating sub-customers ...

The following updates are now live for users of Method New Features / Updates Dropdowns - Accessibility improvements. (PL-30554) Redesigned the Mailchimp integration system page. (PL-28907) Fixes Reports screens - Slight changes to the custom date range validation logic to make it consistent across all screens ( Cases, Invoices, ...