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I am no longer able to link a table to customer with the FullName field. I have done the following steps 1. Enter a new table name. 2. Click add table 3. in field name put Name. 4. Changed field type to dropdown 5. click add field 6. Choose from existing table 7. Select the customer table 8. Choose a field only gives me the opton of ...

I'm looking to design the following type of screen: A grid showing list of all customers (fullname field in the Customers table) Certification attributes for each customer (Certification 1, 2, 3 levels, for example) are also columns in the grid. These would be checkboxes. These will be manually updated in the grid for ...

[quote user="MikeB"]I can't see any Estimates tabs or screens[/quote] The estimate screen is located at Customers > Estimates. [quote user="MikeB"]Furthermore, I don't see them listed as screens within the Customize tab, but I do see an Estimate table.[/quote] Look under Customize > Screens and make sure ...

You could also try using viewaccCustomer.fieldName or viewaccEntity.fieldName when referencing QuickBooks specific tables. Reference forum post: https://www.method.me/cs/forums/t/5538.aspx James

what are you trying to change?

Hi GetRXd, 1) Are you entering this information directly in the grid on the Opportunity List screen, or within the Edit Opportunity screen? 2) You'll first have to add the field to the table by navigating to Customize > Tables / Fields in Method, clicking Edit Fields... for the Opportunity table in the list ...

Hello Stuart,       There are videos on the Report Designer.  They are now located in our Help Centre and have been converted to Youtube videos.  You can find them here.      I believe what you are looking for is not in the Report Designer.  It is actually a table relationship ...

[quote user="Winston Lo"]... through Method, would I be able to assign certain currency to a particular customer account?[/quote] You would first assign the currency per customer in QuickBooks then Method will respect that currency when you create invoices for them.  If you want to assign the currency of a customer inside Method ...

I'm still getting an empty response, I don't know why.  Does this method only list custom tables?  Should I see tables like Customers, Invoices, etc.? 

Interesting - thanks. I was wondering why it wasn't there but why I was able to drag the Notes field in from the field list. I had to check the Entity/Customer tables first