Method Community

  Every so often I get a call from a Method user who wants to restrict what screens a user sees.  The best way to accomplish this is to use Tab Groups specifically to define what screens individual users can access.  I have seen companies take advantage of tab groups to keep tabs, permissions, and screens organized. Today, ...

Hello,      This is a known issue with the system.  I do have a ticket in development for a fix to be made.  It is due to the fact that the Print Preview button has to save everything before it creates the PDF.  The problem is the save is too slow and the PDF is created before QuickBooks can come back with the ...

Is there some place I should look for this restriction?

Thanks - I figured (feared) it may be like Tax Codes, where in QB you assign it to a parent but in Method you can assign it to an individual job. Not sure if that causes problems, either.

Hi Mike, I did a quick test based on your question, and I do see your point, I found in QuickBooks desktop, you can only add Payment Terms for a Customer, the option simply isn't there for a Job.  I then checked out Method, and again agree with you, you appear to be able to choose the Payment Terms for Customers, as well as Jobs. I ...

Hi! Are there some Actions to put on the On Close Event of a popup screen, to Close another pop up screen? I'm calling a pop up with a pop up, and I need to close both when I close the second one. Thank you very much.

Hi Marcelo, I had to edit my post here, I answered the wrong question...sorry.  We will respond shortly to your inquiry however. -Ben

Hi John, That sounds strange, not sure why this is happening for you in your acccout.  I did do a quick test in my own account, I created a new screen, added a grid based off the Customer table, I then added a couple of dropdown fields and made the grid "Editable".  John, would you mind turning on the MethodSupport User for ...

Ok thank you for the update

Hi Ben, I don't believe I have seen this conflict before myself, so I am not completely sure what caused this.  I would suggest to first do a "Clear All" for your conflicts, then force a Full-Sync, this is a good way to make sure that the conflict hadn't been resolved on its on, but it's still just sitting in your ...