Method Community

Hi Rob, Welcome to the Method forum! Since you’re a new user and I believe both of these issues may have to do with your limited knowledge of Method, I’m going to have your success coach reach out to book a demo with you. If this turns out to be a technical issue, your success coach can create a case for our support team to ...

Hi GroGreen, Customers, Leads, Vendors, Employees & OtherNames are all stored in the Entity table and are therefore, all entities. You’ll also notice tables for Customer, Vendor, Employee & OtherName in the list of tables on your account. These are simply views of the Entity table. These views are designed to show only their ...

Hi Rick, Might I suggest a completely different approach to accomplish this at the screen level instead? You can use several Character Function actions in the OnScreenLoad event to build an action result containing the entire formatted address. You can then enter this action result into a text field on screen using the Enter Value into Field ...

Hi Rick, I’m posting your email and screenshots below for context. [quote user="Rick"] Hi Audisho Please see attached the images showing the problems we're having with the shipping address report we've setup. The "correct" display of the address only happens for the first instance of a customer loaded after ...

Hi arrowplane, In the classic version of Method, you can locate your account name by hovering over your username in the top right. In the new version of Method, you can locate your account name by selecting the gear icon in the top right. I hope this helps. --Audisho

Hi Garrett, My first suggestion would be to try regenerating the table where these fields exist. You can find instructions for doing so in Solution No. 429 of our Help Center. Let me know how this goes. --Audisho

Hi Rick, If you mark these sales orders as closed, it should remove the quantity from On Sales Order without affecting your On Hand quantity. --Audisho

Hi Garrett, Where are you attempting to view / modify the data from? Can you post a screenshot of the error? If you have trouble including a screenshot in your reply, feel free to send it to me in an email. --Audisho

Hi MM, You’re certainly free to create items in Method and the ability is available via our stock screens. You can find this by navigating to QuickBooks > Lists > Items. You will however, need to sync to QuickBooks for various other purposes. One example is that QuickBooks handles the application of payments. Payments are not applied ...

Hi furrywombat, Unfortunately, this goes beyond the scope of what you can accomplish via customization. There’s no way for a Method screen to send info to an external web page or receive data back from it. --Audisho