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Bob - The CompanyName is a *linked field* in the Contacts table, which makes it read-only.  It is just a fake virtual field that is pulling from its real resting place, the Customers table. Think of ABC Company: Customer Table: Name: ABC Company Inc.  (this could be John Smith if it were a residential customer) CompanyName: ABC ...

 Hi Phillip, You would need to create some sort of relationship between the 2 tables. So an option for you would be to add a dropdown in the new table referencing a field on the existing table.  Once this has been done then you can add linked fields since the relationship has been created. To help you further, since you are a Solutions ...

Rebecca, Some of our original webinars were recorded in the proprietary GoToMeeting codec and require that codec to be installed in order to view the webinars. You can download the codec here. -Michael 

 Hey Bill, One easy way would be to edit the opportunities grid to show more rows, you could also export the list to excel and print it. Of course If you want to create a printable report in the Method Report Designer,check out our webinar 3 steps to becoming a report guru for tips to get you started.    

  I’m confused. I watched the webinar on the Outlook plug-in, and it’s very clear that there is a field for follow-up comments. In fact, in the webinar, it is specifically stated and shown that you cannot select “Follow-up” and then not fill in the follow-up comments. Did this change in a later version after the ...

Hi Michael, I put a Show Message action inside the loop and it did not show, so I know I have a problem somewhere. Also, I tried to watch the webinar:  Advanced Actions: Looping and Conditional Statements  Actions including: loop through table, send email, conditional statements Although it states that it goes over how to ...

 Hey Lee, We do not have any custom reports designed for these screens, but you can use the report designer to create custom reports. You can find a webinar on this topic using the link below. http://www.methodintegration.com/cs/blogs/methodblog/archive/2008/06/18/3-steps-to-becoming-a-report-guru.aspx  The other idea is to filter ...

 Hello Boyd, This suggestion forum is dedicated to Method users. Please bring this up with the QXpress Team as a suggestion for a future webinar topic. Here is the link to the QXpress forum: http://www.qxpress.com/cs/forums/9.aspx. Thanks.

Hi Tim, One approach to this is to have a file attachment field for each file or document that will be attached. You can add these fields to the Cases table which would let you attach documents to the case. Alternatively you can mimic some of the actions on the ‘Link or Upload…’ button found on the Cases screen. This button ...

 Hello, Thanks for the additional information. Not sure if you are aware but we already have a screen for cases. If you have the CRM or Full Blown Edition you would be able to access it. Also with this screen you already have a dropdown that refers to the Method Users so you  can select who the cases are assigned to. This would take ...