Method Community

Hi Daniel, A link between these tables already exists. The “Estimates” table is linked to the “Customers” table through the Dropdown field named “Customers” and the “EstimateLine” table is linked to the “Estimates” table through the Dropdown field named ...

This is for customer NOVAUniqueEventSpace I've created a custom entity called Event which has its own table. It is related to Customers via drop down. I recently linked the Invoice Table as wel, so I can associate an event to a specific invoice. On the related screen, I added a drop down field for the Invoice to select the invoice ID to ...

Hi Joan, There are a few things you can do to troubleshoot this issue. First, in Method go to QuickBooks > Synchronize. Check date and time of the last Changes-Only Synchronization and of the last Push. If these dates and times aren’t current, there is probably an issue with the sync engine. Next, Still under the QuickBooks tab, ...

Hello Dylan,     You are correct.  We don't have the option to generate an estimate from a work order in the mobile screens.  Also, the customers will have to log into their portal to pay for the invoice.  On the other hand, you may be able to get some customization done to improve the ...

Hi Shayla, Sorry for the delayed reply. The easiest way to achieve this is to edit the “Click” event for the button you wish to restrict. To do this, do the following: Click edit on the button. Proceed to step 2 Click on the ellipsis next to the Click event Proceed to step 2 Uncheck any of the roles ...

Hello Charles,    Sorry for the late reply.  Since the post, we have been working with you on this issue.  We do have a support case open and are working to get the situation resolved.  Greg

Hello Ben,      I can answer some of the simpler questions, but this looks like a post for the MethodAPI forums.  You may be able to find a Method Partner to help you use the API and link Encidia to your Method account.     To answer your Question for Method.  The leads are on the Customer table and ...

HI All. Thanks again for posting on the forum. We've pushed an update to fix the US sales taxes issues listed above. If you find other issues or something comes up regarding sale taxes you can reply to this post or create another one. Thanks again for your patience as we iron out these issues. Chris

Hi Chelsea, You can play that video on a Mac if you have a video player that works with WMV files. I personally use VLC which handles many formats: http://www.videolan.org/vlc/index.html. After installing VLC on your Mac you will be able to watch the video. Hope this helps, Russell

Hi Gregg, Sorry for the delayed reply. The first thing you will want to do is create a custom field in your Activity table to store the new date format. In order to change the date format, you will need to retrieve the DueDateStart from the Activity table for the record you are working on. You will then need to use the Date Function to format ...