Method Community

I am looking to edit the default invoice report so that I can include a list of related work orders as line items. The format I'm hoping for is... Invoice xyz   Line one   Line two   Line three    Work Order 1    Work Order 2    Work Order 3 Sub ...

For customers, I am trying to change the "Contact" field to be the same as the "Name" field for all records (parent accounts and subaccounts). I'm importing only 2 columns into the Customers table: RecordID Contact My changes are not being accepted when uploaded, and I don't see anything in the Audit ...

[quote user="Method_Ashur"] Hi Ben, Your setup is not outside of the norm. One thing you need to keep in mind is that Method requests your data from QuickBooks (via the QB SDK) during a sync, so the larger the QB file, the more data it needs to handle. This may be part of the reason you're seeing a decrease in speed. Keep ...

I'm in the process of creating a report similar to the QuickBooks A/R Aging Detail Report, but also want to include information from the Customer table and the Activities table. Currently my report is based on the Customer table as master, with Activity and Transaction as detail tables. This leads to various problems with the grouping, ...

I'm new to Method CRM and am looking for some detailed documentation on table/ field design and creation, in particular best practices. Initially I am looking to create a couple of new screens for entering and displaying client details for various hosting packages and support options we provide. I would like to link the new tables with the ...

Hi KateP, We wouldn't suggest filtering the dropdown through customization as you would be losing the latest and greatest changes to the Activity screen. If your concern is saving the time of your sales staff by not having to scroll down through the list, they can type in the Contacts first/last name in the dropdown field and select ...

[quote user="dottie"]I'm trying to add a field and it does not allow me to to check the box that indicates that it will automatically add field to default screens.[/quote] dottie, sorry for the mix-up - you're talking about the tables/fields screen and you're hoping to have new fields added to an existing table applied to a ...

Joe submitted some questions re: Method API.  An answer will follow shortly. "I’ve been working with the API to download data from Method and I’ve made some good progress.  I have some questions: 1.  I’ve been able to add custom fields to my QuickBooks copy and download the values through Method.  However in doing that I ...

Marcelo,  When you create a dropdown field Method will automatically create a screen and a table for this field. To find this screen go to the Customize tab and click the Screens tab link. Hover your curser over the appropriate screen (likely called "CustomerCategory") and click View. From this popup ...

In order to downgrade to Method CRM from Method CRM pro I have to remove some tables that I didnt know were only avail. for the pro version. I already deleted 1 called projectmanager with all its account references and I have to delete 2 more. 1 of the tables is the jobstatus which I tried to delete this table but it does not allow me because it ...