Method Community

The following updates are now live for users of Method New Features / Updates Field Crew App - Accessibility Improvements. (PL-31563) Zapier System Page - Segmented zap templates by the benefits: Grow Sales, Get Organized, Increase Efficiency. (PL-31617) New design of the Method:Sidebar for Gmail system page . (PL-30397) New design of the ...

The following updates are now live for users of Method New Features / Updates HTML Editor - New updated design and UI. (PL-31000) Time Tracking App - Accessibility Improvements. (PL-31520) Fixes Sign Up - Sign Up: Newly created account has to be displayed first on Select Account page of Sign In. (PL-536) Customer Form - Remove spaces ...

The following updates are now live for users of Method Fixes New/Edit Inventory Part - Improved validation logic for the Track Qty on Hand field. (PL-31446) Regards, Phil

The following updates are now live for users of Method New Features / Updates Accessibility improvements on the Display system page. (PL-31318) Fixes Proposals - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31510) Regards, Jason

The following updates are now live for users of Method Fixes Transaction screens (QBO) - Removed "Non" as an available option in the Tax dropdown for the overall transaction itself. This value is meant to be used on the line item level. (PL-17727) App Routines - Input values are not case sensitive (match action result behaviour). ...

Great, many thanks Jason.

Hi Liz, Yes, the field you are looking for is Customer.Name. This is the name in QuickBooks. In this scenario, it is common to have the company name in both the Name field and the CompanyName field.  Jason

The following updates are now live for users of Method New Features / Updates Charts - Accessibility Improvements. (PL-30553) Field Services - Work Orders app is required before installing Field Crew app. (PL-31149) Fixes Sync Conflicts page - Added ability to see more than the first 10 fields in Record Details grid. (PL-31198) Sync ...

Hi Jason, Thanks, we got it working. One question though, if a customer has a company name I can see that in quickbooks it displays the customer record as the contact name not the company name (you can edit the customer in QB and change the display name to be the company name but ideally if it's a company it needs to ...

Hi LizT, Scenario 1: Yes, you can create a Customer record and leave the CompanyName field blank. You don't have to worry about the Contact record, it will be automatically created when you insert the Customer. The Customer, Vendor, and Employee tables are just "views" of the Entity table. The Entity table consists of ...