Method Community

Hi gbghartley, Q 1. How can I include an image in a report?  For example, the vendor headshot photo for each vendor? A - Yes, this is definitely possible.  I just did a quick test with this, first I customized my VendorList screen, I added the "Profile Pic" field to my screen, this helped so I could quickly upload some ...

Hi John, I commented on the other post about this. Glad to hear everything is back now. I checked with the team and they weren't aware of anything going on with the servers. Not sure what might have caused that.  Please let us know if this happens again. - Adam

Hi JWS & John, I didn't hear of any work being done over the weekend, so I'm not sure what might have caused this.   JWS - You said this is resolved now. Please let us know if this happens again. JohnM - Are you still having an issue or is this also resolved for you? - Adam

Hi Marcelo, To change the margins and page size, select the overall report and look in the properties section.  You should see the options there.  See below: Just click where the arrow is pointing at the top to select the report, then scroll down on the right to find the page settings. Hope this helps, - Adam

Hi Marcelo, You would need to add an Email field to the Invoice table, much like the address fields that are already there.  Then you can update the actions to retrieve the email from the customer and put it on the invoice screen.  You can find the existing address actions by clicking edit on the Customer dropdown. The address ...

Hi Mike, This is likely just due to how the SDK accepts new customer records.  I believe we handle the entity record slightly differently than QuickBooks and QB has the logic to create a new customer with a value in this field. It then syncs over into Method.  I don't believe you need to remove the data already in these ...

Hello, Would anyone like to share how to link a table in MS Access using the API? I wanted to pull in the data from a series of tables and data for only one account so that I can build a complex custom report. Thanks,

Hi Dana, Sorry for the late reply. It appears this got missed. Any new leads that are created in the web form should be found in your Leads tab in Method. When you filled out the form were there any errors? - Adam

I want to add the customer's email address to the invoice header, what field am I looking for??

Hi Marcelo, Sorry for the late reply. You certainly can. Just understand that this is only available in Method and does not sync to QuickBooks. If you click on the Customers and Contacts grid, you can show this field already. Just click update to show it.  You can also edit this grid to show it permanently and also customize the ...