Method Community

Hi Greg, I cleared all filters and only had 'FullName' in the grid and it was still empty in a portal session. However, when I was logged in under a normal account everything was visible. I noticed that the screen's base table was "Items" and the grid was as well, but the grid was "Attached". I deleted the ...

Hi Michael, Thank you for the suggestions. I will probably troubleshoot this on my own. We're very glad that Method exists. That being said, we don't think it's right to charge for support in this scenario. Updating the Method webapp has broken our custom screens that we use very frequently, with no warning to us that the changes ...

Hi akoumjian, I would have the save section be the first action in the text change event. What you can do to ensure that your action results/RecordID are being assigned/retrieved correctly is to place a Show Message action in the action set and have it display the current value of action results and move the position of that show message action ...

Hi pdx971, Customers and Leads are essentially the same thing, except that Leads do not sync with QuickBooks. Customers and Leads are both stored in the same table, the Customer table. There is a Yes/No field within the Customer table called IsLeadStatusOnly. This is the field that determines whether the record is a Customer or a ...

Hi Ben.  It sounds like you might already have a time zone field in your entity table.  If not you will need to add a drop down field to this table (This will still work if you've already added 2 fields to the vendor and customer tables but it's easier just to add one to the entity table). Once you have the field created ...

 Hi Joe, My interpretation of your alternative is that you want to 'indirectly' change the record ID by moving the insertions up or down and ultimately changing the record ID. It doesn't seem like the best route since we cannot alter the record ID. You mentioned that you are trying to conserve on space so that's why the ...

Any update on this? Perhaps a workaround solution? I'm stuck too long on this and it kind of blocks my whole customization. At first I whought that CompanyName is not unique because of duplicate entries we have created by importing invoices via API and converting Customers from leads. However if the Company have 2 contacts then it will ...

Glad to see you got this figured out.  Something else to try if you run into this again is to click "Finish editing fields" in the table you wish to link.  On occassion, the table sometimes needs to be regenerated before the text field options show up. - Adam

 Hey Kandy, I was able to link everything when I created the report from the Entity Table, give that a shot and see if it allows you to do what you are looking for. Master Table: Entity Detail 1: Bill.VendorRef Detail 2: Billlineitem.CustomerRef Detail 3: Transactions.EntityRef

Matt, I changed the Transaction History value to ALL then triggered a full sync and the paid invoices are still not in the Customer screen Transaction tab.  So that didn't fix it.  QB shows the Invoices but Method does not.  I exported all Invoice rows and they are not in the export.  Looks like a bug in the MIE to me. ...