Method Community



September 2010 - Posts

  • Method Professional Service Beta Now Available!

    There’s been a lot of buzz and a great deal of patience, and so, I’m very excited to announce that Professional Services beta is now available in the industry-specific apps section for Method Full Blown users!

    Feedback from our Method Solution Providers has already been helpful to make some great improvements, and I think you’re really going to like what has become of the Professional Services app!  You’ll notice a lot of fantastic new features and abilities that will make your life easier!

    Some of the key features include:

    • Easily and accurately record time and expense entries to maximize billable time.
    • Enforce budget / contract preference.
    • Time & Expense approval process.
    • Accommodate planned and ad-hoc services.

    If you like what you’re hearing, then read on to learn more about the beta!

    During the beta, your “central hub” for information, questions and feedback should be our dedicated forum. I’ve included the link below for any newbie’s.

    Access to Beta:

    1. In Method click Customize>>>My Accounts
    2. Scroll to the bottom and enter the beta code zrzrfqRX
    3. Import the app into your account

    I look forward to receiving your feedback and enjoy!

    Method Integration

  • Method Reaches Gold Developer Status on the Intuit Marketplace!

    Method reaches Intuit Gold Developer Status


    Fantastic news - Method has reached gold developer status on the Intuit Marketplace!  Method couldn’t have reached gold status without loyal users such as you, so I’d like to extend a big THANK YOU to our user base, particularly those who participated in the Intuit survey (a pre-requisite for gold status). 

    Some of you are probably wondering “what the heck does gold developer status mean?” or even “what is this Intuit Marketplace you speak of?”

    The Intuit Marketplace is an online listing of software and web based products that integrate with QuickBooks.  This marketplace serves as an excellent tool for QuickBooks users seeking software add-ons, such as those for scheduling, CRM, document management, etc.  The Marketplace provides a directory for QuickBooks users to consult, displaying reliable, tested and reviewed QuickBooks add-ons.  There is also a section for customer reviews in each product listing, where you can both read and post reviews on each product.

    Products are listed in order of developer status (silver, gold) and you can search for products by name, industry, or business requirement (i.e. CRM).  Method has been listed on the Marketplace since 2008, when we successfully passed a technical review and were granted silver status.  In an effort to move towards gold status, I worked with Confluence Energy on a case study (thanks again Don!) and then applied for our customer satisfaction survey.  Now that Intuit has conducted a Method customer satisfaction survey and we scored an average rating of 9.33 overall, Intuit has awarded Method gold status on the marketplace!  Look out everybody, Method is moving up in the ranks Wink

    You’ll start to notice the gold developer logo showing up on our website, handouts and other marketing materials, so now you’ll have a better idea as to what this logo means and why we’re so proud to be a gold developer on the Intuit Marketplace.

    Thanks again to all survey and case study participants, and have a great day!


  • Platform update - Intuit Merchant Service integration, Google Apps-Friendly Email Preferences and much more

    I love Fridays, especially when there is a big Method update to share with everyone.  There hasn't been an update to the platform since the beginning of August, so we are long overdue - but I can assure you the Dev team has been extremely busy.   

    Overall, the focus of the Dev team's work was to prepare for a rework of some key areas of Method's backend to make Method faster and more flexible than ever before.  It's been 4 years since we broke ground on coding Method and along the way we've had plenty of great feedback from you, our Method users and Method Solution Providers on where you want us to go.  Yet, while preparing for the rework, they managed to get in many new features and fixes into this release - and in the coming months you'll start to see the true impact of their rework as we release more updates. Here are just some of the highlights:

    New Features

    1. Credit Card Processing now have Intuit Merchant Services and Authorize.NET added to the supported payment processors list!!  This works just like the other credit card processors we have where you enter your merchant account information into the action, grab values from the screen for credit card numbers, addresses, and amounts, and get back an action result on whether or not it was approved.

      We had a lot more planned that we wanted to get into this release related to credit card processing, but it will have to wait for the next update.  Next update should have database field encryption, PayPal, Google Checkout, and most importantly a way for you to enter your Merchant account info under Customize > My Account so that a new version of the customer portal can use this for customer payments without you having to customize your screens.  Next update. Big Smile

    2. Https green bar.  Rather than being selective on which pages were https and which were http, we have made all pages https.  There is a slight performance hit in doing this, but the Dev team found a way optimizing it so that it was minimal.  Plus the green bar really does look cool.

    3. SSL for Email Preferences - needed for Google Apps email integration, since it requires SSL.

    4. Ability to mask characters.  Certain fields you just don't want someone standing behind you to see you type into, such as a password or social security numbers.  So we added a feature to use when designing your apps so that you can now add a mask to textbox objects.  This feature is found in Step 1 of 3: Textbox Properties, under the Advanced Options area.
    5. Color scheme - I love this feature. When designing an app before, the fields and colors you chose would look great in your environment......but when screens were copied over to someone else's environment it would look messy since they might have a green, brown or custom theme, while yours was,  Best example is the Field Service dashboard.  When I designed the dashboard screen, my tabs and grids were all a shade of blue.  So when I made my headings in the Field Service Dashboard, I chose a big blue font.  I've seen Method Field Services on user's screenshots where their color code is different and my dashboard just looks UGLY.  Next time I do an update for the Field Service Dashboard, I'm going to choose "Active Tab" for the color of my headings, so that no matter which account the screen is copied into, it will match their Active Tab color, not mine.  Love it. 

    6. Similar to the color scheme settings on the designer, the color scheme and default logo are now available on all report templates.  That way you can make a report template that will automatically adopt the user's logo and color scheme no matter what account it is imported into.  To do this:

      a) Drag a picture object onto a template, and set the Data Binding to Company.DisplayLogo:

      b) Drag a color field onto the screen, such as Company.DisplayColorActiveTab.
      c) Name the field something meaningful like "xrActiveColor", and set the field's Visible property to false.
      d) (Advanced geek stuff, beware!) On the object you want to set the color of, edit the BeforePrint script for the object or the band the object is in, and put in the script:
      xrYourObjectName.Backcolor = ColorTranslator.FromHtml(xrActiveColor.Text)
      xrYourObjectName.Forecolor = ColorTranslator.FromHtml(xrActiveColor.Text)
    7.  Fewer/More Rows icons for grids ().  This is so that you can temporarily increase the number of rows visible in the grid without having to permanently set the row count by customizing.  Next time you sign out or sign in it will go back to the original row count.  This is really useful if you normally just need to see 10 rows of CRM activities, but you are browsing through looking for a specific activity and want to see 50 or 100 at a time.
    8. Time in a grid in HH:MM format is now editable. This is good for Field Service users, or anyone who tracks time.  The best display for time is in HH:MM format, so that instead of 150 minutes it displays as 2:30.  Previously this was read only, but now if you type "170" or "2:50" it would save and display as 2 hours and 50 minutes!
    9. Multiple attachments in sending emails.  Previously you could only attach a single attachment to an email in a Send Email Action.  Now you can attach up to 5 attachments to an email, by clicking the "+" symbol next to the Attachment Location label.



    There are numerous fixes too.  Here are some highlights:

    1. Calendar now supports displaying 24 hours, when customized.  Previously it only supported 23 hours.
    2. PNG images files did not preview for picture objects, unlike JPG, BMP and GIF.
    3. Dropdown wizard in the designer did not always show the unique fields for the first dropdown field value.  This was a little embarrassing was showing fields that had unique values, rather than fields marked as unique.
    4. In Step 2 of the grid wizard, columns with single quotes in their captions were rejected.  Now they are happily accepted with open arms.
    5. Export to Excel - previously the Export To Excel action for grids was a little lazy and exported everything that the grid was first loaded with, instead of the currently filtered values.  It now exports what is visible, no more, no less.
    6. Customize > Display color theme. Also embarrassing Embarrassed, when you changed your color theme, you had to jump through hoops to get the new colors to take on all your screens.  For example, if you changed your theme from green to blue, it would be very common to have a screen with a blue grid, green tabs, and blue calendar, and green appointments on the calendar!  Yuk.  That is fixed now.  Sorry.

    Next update should be in just over 4 weeks.  We're looking forward to releasing more great features then.



  • Community Webinar 34: Recurring Work Orders and Activities

    On Wednesday, September 22th @ 1:00pm EST, Ryan Bell will be doing a demonstration on creating a recurring work order. He will talk about the difference between editing a series vs. an occurrence. He will also be demonstrating how to create recurring activities. 

    This webinar will take place live but will also be recorded and posted as a comment on the Method Blog and on the complete list of webinars on the Method Forum. 

    Complete List of Method Recorded Webinars:

    To register, click the following link:


    Danny Do Couto
    Method Integration 

  • Community Webinar 33: Scenario - Editing the Invoice Screen

    On Wednesday, September 15th @ 1:00pm EST, Ryan Bell will take you through a customization scenario on editing the invoice screen.  He will be adding fields to calculate commission, create a duplicate button from scratch and end with creating a dropdown list to select alternate billing information. 

    This webinar will take place live but will also be recorded and posted as a comment on the Method Blog and on the complete list of webinars on the Method Forum. 

    Complete List of Method Recorded Webinars:

    To register for this webinar, click the following link:


    Danny Do Couto
    Method Integration 


  • Method Headquarters – Closed Monday, September 6th, for Labor Day

    The Method team will be away from the office on Monday, September 6th for Labor Day.  What happens if you run into issues/questions/or just want to bounce ideas off us?  Feel free to post your questions on our user forum.  We’ll be sure to get back to you on Tuesday when we are all refreshed from the extended weekend. 

    For your reference, here is the link to the user forum.

    I hope you have a safe and enjoyable long weekend.  Sadly, it also marks the end of summer so make sure you make the most of it! Yes




  • Community Webinar 32: SQL and Retrieve Value From Screen Scripts

    On Wednesday, September 8th @ 1:00pm EST, Valbon will guide you through examples of using SQL scripts to override grid columns in Method followed by advanced scripts used with the Retrieve Value From Table action. 

    This webinar will take place live but will also be recorded and posted as a comment on the Method Blog and on the complete list of webinars on the Method Forum. 

    Complete List of Method Recorded Webinars:

    To register for this webinar, click the following link:


    Danny Do Couto
    Method Integration