Method Community

Hello Tina, Where in QB did you populate those 15 custom fields? For instance did you use in on Invoice, Service Item, Estimate, etc? The reason I'm asking you this, is if you added the custom fields to different transaction areas in QuickBooks then those fields will be in different tables. So when you try to see those fields on one screen ...

 Hi Joe, The entity table is a special table :) It encompasses the Customer, Vender, Employee and Other name tables into one. So you can think of it as the Customer being a ‘subset’ of the Entity table for instance. The reason this is done is so that you can for example be able to write a check to an employee, to a vendor or ...

Audisho! I looked around the Forum, and actually found a scenario very similar to mine. Thanks for all the help that you provide at Method:CRM. Thanks, James

Hi Lisa, If you'd like me to take a quick look, go to Customize > Users in Method and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking ...

Fran ane Greg, First of all Happy New Year.  Secondly, thanks for all the feedback.  This has been really helpful. Today I think I have come up with a solution that I am going to try to implement.   I have done some simple proof of concept and it seems to work. Started by setting up a new table that has mutilpe simple text ...

Hi swm023, To shift the section up, you have to press the up arrow that's right beside the "Delete Row" link on a section. Does that not work for you? You would link the table to the Customer table, which has all the customer information. Make sure you check off any checkbox that says "show common tables only". Let me ...

Hi Mike,  The Customer, Vendor, Employee, and Other Name tables are all different views of the Entity table. If you change a record in the Entity table, it will automatically make the change in the Customer table (or one of the other three tables depending on the EntityType) and vice versa. The Contact field in the ...

Hi We’ll need more info on the steps you are taking before the error. What table are you trying to add the field to and what is the field name you are using? Does it happen for other tables or other fields types? Val

Not sure where I am going wrong here but I am getting an error thrown. Here is what I am trying to do:

Hi Praveen, In order to add a custom field to the EstimateLine grid, you’ll need to first add it to the EstimateLine table. You can do so by navigating to Customize > Tables / Fields, locating the EstimateLine table and selecting the Edit Fields… link. Once you’ve added the field to the table, it will be available in the ...