Since this whole section of our documentation deals with customization, we’d be remiss if we didn’t mention that Method gives you the ability to create custom fields, and as many custom fields as you want within a table.
Below shows an example of viewing the Customer table within Method. The fields shown in the Customer table are the standard fields you would find in any Method account. However, you can create your own custom field by clicking the New Field button.
NOTE: Custom fields do not sync to QuickBooks. Even if you make the field within a QuickBooks table, the custom field will only be visible within Method.
What is a Custom Field?
Remember when we said additional fields add value by providing more information about that record? Custom fields allow you to track additional details that might not be covered by fields offered through QuickBooks or Method.
For example, going back to the Customer table, imagine you need to keep track of their region. You can create the new field in your table, and under the Source column, it will indicate Custom.
Custom fields allow you to store that information in the table and reference it for each customer record. The idea behind custom fields is to give you the power to reference the information that’s most valuable to your business, and we’re not here to tell you what that is — we’re just here to give you the tools to make it happen!
Method allows the creation of custom fields for the same reason we offer all our customization: we know your small business is unique, and a one-size-fits-all approach just won’t cut it when it comes to running things your way.