Method Community

Hi Issam, What about the hyperlink didn't work?  The link itself or the URL?  If its the URL, try using the short URL option in Google Maps. The long link in the address bar could be causing issues since there are a number of special characters. I put this in the Work Order Instructions and it was clickable for me on the printed ...

Hello Stuart,     I would not recommend changing the DataExtDef table.  I don't know what it is for, but it may be there for processes unseen and you could, in essence, break your table and incur problems.  - Greg

Hi Adam, I want to make the street address clickable. I'm looking to create a google maps link. I tried hyperlinking without any luck. Thank you.

I am trying to add Documents on the dealer portal that are sorted into folders and not just a document list, I thought this was achieved by the document library but this is always empty. The documents are stored into the relevant folders. Any help would be greatly appreciated.

Ok Stuart.... one last thought for you to try...Iknow how frustrating it can be to not e able to move forward... in report designer, try using the contacts table as yur master table and see what detail tables are avvailabe.. as Greg mentioned earlier tables with relationships should show......   Mahalo.....  

Fran, I agree which is why I asked if anyone knows what DataExrDef does as it does not have any fields in the table. Unfortunately, for a small business the $15 per month per user does become a nunmber to be concerned about. Stuart

Stuart, You are treading on dangerous ground hijacking CRM tables for your reporting purposes.  not worth the $15month charge difference.

Hi CF_Pro, Based on what you've said, there are other ways to achieve what you want. If you simply only want your sales reps to be able to view and edit their own customers, you can do this using shared records. There was a blog post awhile back that goes over how to set this up. You can find it here: Sharing Customers, Activities and ...

Fran, Understood about the QB Tables and the Transaction Table being special. I have played some more and am really comfortable with the approach I outlined.   The only question is whether I have to move to Pro and the added monthly expense for just one table. I have spent some time looking at some of the tables I am not using (like ...

Stuart, I did not want to imply that you can not add fields to QB tables, you can... That is the beauty of Method, What goes to QB syncs, what does not stays in Method.. But the Transaction table is a special QB table.  it is different than the rest. And that is why I caution about mucking with it.  Your idea of a special table for ...