Method Community

dd a New Field Add a Linked Field Field name:   Field Type: Automatically add field to default screens Unique - disabled because table has 236 record(s). Must be an empty table to set this property. Required - disabled because table has 236 record(s). Must be an empty table to ...

Hi Shane, The first thing you need to do is add fields to the Invoice table. You can add fields by doing the following: Go to Customize>Tables/Fields Click on the Invoice table Type in the name of the field in the "Field Name" field and select the "Field Type" from the dropdown. You can choose from: Text, Decimal, ...

Hi Scott, I wanted to address your question regarding limiting user access. Out-of-the-box Method provides you with the ability to limit user access at each level, in a hierarchical way: > Role / Tab group   - Tabs     - Tab Links       - ...

 Hey James, Intuit has stopped updating the SDK they release, they stopped developing for it before QB V10 came out. In QB V10 you see new custom fields being made   Method does not currently use the IPP, hence, we do not support or provide information on what it is capable of doing. If you want to add custom fields in Method, ...

 Hi Jim, Another option that is actually better for you if you are only looking to add customer fields to the work order, would be to add linked fields to your Activity table by using EntityRef. This will form the relationship between the tables so the fields will be available for you to add to your report. This way you can continue to use ...

We did an update today, so I thought I'd bring you up to speed with some of the new things to look for. A. Action List organized - finally. B. New Actions: "Assign Value to Shared Result" and "Get Value From Shared Result" C. New Action: Create Third Party Portal Link  A. Action List organized - finally. The list of ...

I'm currently trying to link the tables via the CustomerName field in the Customer table, but the only option I am getting is the RecordID field. Initially I was looking at the CustomerEquipment table because it already links to the Customer table with the rule "Displaying FullName field from the Customer table".

Hi James, Glad to hear you figured it out and we are always happy to help!  Cheers, Audisho

 1.  In which Method QB DB table and fieldname can we find the  beginning $ balances by account? Is it in the ACCOUNT table? 2. The Method QB Tables (transactions) show all $ balances as positive, even when they are negative. Where is the Debit/Credit indicator?   Thanks Keith

Hello industrialrobotix,      Try regenerating the tables.  Go to Customize -> Tables / Fields. Click on the SalesOrder table.  Click Finish Editing Fields.  Go back and save the Sales Order.  Does this work?  If not, go back and try it for the salesorderline and salesorder table.  You can also ...