Method Community

Jen,  Thank you for your post.  Method does not allow duplicate 'Tag' names for Entities and Contacts i.e. 'Client' in the Entity TagList would have to be added to Contact TagList different in a different format i.e. "Clientjen'. This is becuase both are seperate tables and duplicates cannot ...

Hello- In my PO's, Sales Orders and Invoices, I have the following: Bill To Address 1 Bill To Address 2 Bill To Address 3 Bill To Address 4 Bill To City, Bill To State   Bill To Postal Code. However, when there is actual data and there isn't any data in that field, it just shows up as a blank space, so it looks like ...

Hi Mark, I've recently become more familiar with the Vendor edit page, but I'm unfamiliar with the entity table.  Are you thinking that time zone is an existing field or drop down that comes standard for everyone, or are you thinking that I am going to need to define all of the states that exist within each time zone option? ...

Just a single '$' in the Default Currency Symbol field (Customize--> Display). QB Desktop Sales Order screenshot here - http://someimage.com/wRmq1pO

I imported a csv file into Method and cannot find them listed.  I imported into the Customer and Contact.

Hi Ben.  It sounds like you might already have a time zone field in your entity table.  If not you will need to add a drop down field to this table (This will still work if you've already added 2 fields to the vendor and customer tables but it's easier just to add one to the entity table). Once you have the field created ...

I created a field for Taglist in the New Lead screen, but realized that I need to tag my contacts not my entities. So now I would like to delete the tag names that I created for Entities so I can create them within the Contacts, but I do not know where to find that tag table to delete the names Thanks! Jen

I would like to add a time zone filter to my Vendor and Customer lookup tables/grids.  I would like to know how to add this filter to the window that I see on the left hand side of the screen when I open my vendors window.  I would like the option to either not use the filter, or to select one of the United States time ...

Thanks Matt for the response.  I do believe you are right. You can place a textbox to the screen, but you have to add an action to take the value and store it in a certain field on the table or it is lost.  The system doesn't know where to save the value if it is a plain textbox. Greg

Hello Blake and Matt,    I have to ask first, are there double '$$' in the Default Currency Symbol field? (You can find it under Customize -> Display)      Also, are you using QB Online or QB Desktop?  What is in your currency symbol field?  If you can, can you supply a screenshot of an invoice ...