Method Community

I exported 2 columns from the "Customer and Customer Lead" selection in the export dropdown: "Record ID" and "SalesRep". I changed a group of sales rep IDs (eg. "AF" and "SW" to "SL") and then imported it back into Method. Everything seemed fine at the time, but the next day, ...

I am looking to make changes between the Customer Edit screen and the Contacts screen - as the change are made in one screen they flow to the opposite screen.  The information is coming from two different tables.  Some of the fields are linked via QB but I have added fields that are in QB but are not linked by the QB interface. ...

Hi there, Sometimes our customers need to be able to see their PO numbers for each line item on an invoice. We prepare one Sales Order for each of their POs, using the PONumber field to record their PO number (not our internal PO number for the items we need to order). That's easy enough, but there can be multiple Sales Orders on each ...

I created new fields, Phone 1, Phone 2, and Phone 3 for leads and customers and edits for both.  Because phone numbers were previously entered in the phone or altphone fields they will not flow over into the new fields phone1,2, and 3 that I created.  When I go to tables to edit/remove original phone and altphone field it appears ...

I have some drop down lists that reference custom tables for lookup values. I'd like to add the ability for my users to have an "Add New" option in the drop down list that will allow them to add a new option, such as done already in several of the stock drop down lists. How might I go about this?  I suspect it has to do ...

dottie, This is actually better handled through custom fields in QuickBooks.  Open any customer for editing the click into the Additional Info tab - there's section on the right hand side that says custom fields.  Click the define fields button and you'll get a popup to enter more information.  Call the field whatever you ...

The same error message appears if I clock "Update"

And thank you for the fix sir

Hey Jason, In terms of Report Designer, we do not have a full documentation of all the Tables/Fields. If you have any specific questions in terms of any Tables or Fields to use in which case - I'm more than happy to help.  -- Mortaza

This could be really damaging as we run table loops all over the place in Method. We could be executing logic over entire tables and messing up A LOT OF DATA if I'm thinking about this properly