Method Community

Greetings, Could I get help to add the 'BillEmail' field to our customer invoice screen. Right now when the invoice syncs to QuickbBooks to be sent the email addresses are no longer populating like they would if the invoice were created in QuickBooks. Also the 'Class' field is not available in Method CRM so when the invoice ...

Hello Robert, What kind of views documentation you are looking for? If you can provide a bit more detail that will be really helpful.  -Inder

Where are all the views in Method documented?  I could really use this documentation!! Thanks! 

Having recently gone into the Pro version, we've added some new columns.  I need to know what the ORIGINAL CASES table definition was in the out-of-the-box CASES table (pre Pro).  There are linked fields into Entity, CaseStatus, LastCompletedActivity, NextPendingActivity and Contacts.  I need to know the original ...

If I set an item to be a Subitem of something else, save it then attempt to reverse the change by clearing the Subitem and saving again, the sync engine reverts the change, keeping it as a Subitem. I see in QuickBooks when editing an Item there is a checkbox along with the Subitem selection dropdown list. When I clear the dropdown and uncheck the ...

Hello A.Jones, Here's my answer. In terms of using a Team in the Assigned To field you have to first create Team from the Team Members Screen : From the Dashboard, go to Settings > Team members. Choose a team name for your team and type it into the field (e.g. Pipe Queen). Under Team Leader, choose your personal ...

Its not really your fault, it is QuickBooks.  Those custom fields in QB are always text on the backend of the database, even if you "define" them as something else, like a number in QB.   A better practice is to use an additional duplicate Custom field in Method, where you can REALLY define it as an integer. Do all your ...

i'm having a similar problem to this. I've added a custom field to the Item List called CuFt.   I defined this field as a Number in Quickbooks, but it is showing in the Method Database as a text.   I'm trying to create a calculated filed that multiplies the Quantity in the line by the Cuft and comes up with an Extende Cubic ...

Hello Roy, Yes, you can print batch of Sales order from Method also. You have to add a Print button in your SalesOrderlist grid and then assign actions to that button to go throgh all the sales order and give you desired result. For that you have to customize your Sales order screen. In order to accomplish that create a ...

On the stock FieldServiceMOB_WorkOrder Screen there is a call to the API function MethodAPIFieldServiceTimeEntryV2 to start and stop times for the crew. The information that is passed to this call is in XML format. Is the call setup to handle specifying a particular Tenant ID that the time tracking should be associated with?