Method Community

The Method field "Program Level" existed first and was not linked to QB. So I think I created a custom field in QB and since this was the first one, any data for this field (entered directly in QB, not linked to Method) went into CustFld1. It appears that if I make the QB field label "Program Level" for the CustFld1 field, ...

So, is this simply a case where the Method field and the QB field LABEL need to be the same? In the QB Customer table, the "CustField1, 2, 3...etc." columns will always be there, but it appears if I make the field NAME/LABEL the same as a Method fieldname, the syncing will happen. Am I correct?

Actually, this is not the case - they appear to be linked. I did a test: I updated the field labeled "Program Level" in QB (which had an actual field name of CustFld1) for a certain customer, and that change translated to the "Program Level" field in Method. So they ARE linked. I just don't know how I did it before. If ...

Thanks. As I said, I've already done this - I just wasn't sure and wanted to double-check. The CustFld1 field in QB is populated with values from the StaffAccountStatus field in the Customer table. I'll have to check the coding in the save buttons, but I assume it's saving the values in the StaffAccountStatus field AND the ...

There are 2 fields in the Method Customer table that I want to see in QB: CustomerContactType and CustomerContactRole I have created 2 Custom fields in QB for this purpose: CustFld2 and CustFild3 How do I point the 2 Method fields to the QB field? Do I need to manually populate the values? If so, how do I link them? I have done this before, and ...

It works, but...in the end it's a bit confusing. Just to reiterate, the grid is based on the Contacts table and is filtered so that it hshows only "parent" names (ie. ParentFullName is empty). Anyway, to update the "dormant" status of the Parent records in the Customer table, the only thing that ...

That doesn't work. Same error. Do I need to loop through the grid and then loop through the customer table? Or just loop through the grid?

I changed the coding above so that the IsDormant field in the Customer table updates to "FALSE" when the FullName field = Value from row.FullName. This seems to work for the parent entries. The problem I have is the subaccounts. My coding says, make the IsDormant field in the Customer table "FALSE" when the ParentFullName ...

I'm receiving errors doing these actions that apply to a single row in the grid: Loop through checked rows only (1 name) Update the IsDormant field in the Customer table to "FALSE" where FullName = the Customer Name field from the contacts grid on the screen. This in theory takes care of the "parent" ...

I'd like to have a grid showing all "Staff" accounts, their sales for the quarter-to-date before staff discounts, and then after staff discounts. I would also want 2 columns showing year-to-date before/after discount sales totals. There are 3 distinct discount line items (eg, Staff 5%, sStaff 10% and Staff 15%) that would ...