Method Community

Hello,    Your mobile screens access the same data as your desktop. You can create a screen based on the Contacts table to manage them on a mobile device.    First, take a look at what you have now.  Go to Customize -> Tabs -> Edit Tab Links... for the Mobile tab.   It will show you a list of at least ...

Hi Ben : I have been reading several post on tables, fields,screens and report designer. This is what I am trying to achive, when I open up a new work order on a customer and I enter the customer name select the one I want. Now I want to enter the unit number for the equipment the customer has. but when I chose equipment at the ...

Hi All, I am new to Method and trying to use the report designer to create a customer list that shows the customers last invoice date and amount. I can create a customer list and display their invoice history , but I am trying to determine a way to just show the last invoice. I can't do this by date filters because that wouldn't guarantee ...

Why are contacts/leads/customers listed multiple times in list builder?

How can I create a list of contact's shipping addresses? 

Hi Marcelo, The first place I would look to see what happened with these missing Invoices is the Resolve Conflicts section in Method, found under QuickBooks->Resolve Conflicts.  If for any reason you have a record that doesn't seem to have synced from one account to another, you more then likely have a conflict that will show up ...

I'd like some customers to receive correspondence from us in French, and some in English. Does that field exist somewhere so that I can flag them as either English or French? Or do I need to add a simple, 2-item dropdown to the Entity and/or Contacts table?  Thanks

Greetings While creating a new case i get a error message saying this can not be done becasue I am not using the correct 3rd party program.  Works in oct version John M

Hi Mahlon, Sorry for the late reply. This is indeed an SDK limitation.  You can read about it here: Group Items SDK Limitation. - Adam

Is there a way to sync your contacts in method to your mobile device?