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Demo: Customization - get your creative juices flowing

We're back in Toronto now, after our visits to the Intuit offices in Plano and Tucson.  Though we'll miss the TexMex & Mexican feasts and catching up with other Intuit Developer partners, it is good to be back home.  Based on the feedback we received from Intuit staff, Method is in for quite a ride over the next year, as the business problems it will solve for QuickBooks users are far reaching to say the least.

As promised, here is the next set of movie tutorials.   I broke it up into 3 parts, each about 10 minutes.

PART 1: Customization Overview
Introduction into the built-in features of grids, and overview of each customization area of Method:

PART 2: Creating your own 'Customer Contact' table and screen
Here I create a very simple screen that tracks phone calls in from customers.  I show how to create a table and fields, and how to customize the screen it created:

PART 3: Creating Actions for the Save button
This is where things get more fun.  In this movie I create an action that looks at which employee the Customer Contact was assigned to, figures out their email address, and sends them an email letting them know that a customer contact has been assigned to them.  This touches on "actions", what an "Action Result" is, and how to use the "Retrieve Value From Table" action.


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About Method_Paul

While studying at Queen's School of Business in 1999, Paul founded Alocet Incorporated, developing 'QXpress', which later became the top rated field service scheduling add-on for QuickBooks. Alocet Incorporated later went on to create Method Integration - an innovative small business management platform that allows users to create their own web apps for QuickBooks.