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Thank you Audisho, Yes the Events table has both a drop down for Customer and for Invoice, linking to both tables. I filter the drop down contents based on the customer. It worked initially and nowit is returning the wrong data. I've used both Name and Id to match records. Nick

What table are the PortalUsername and PortalPassword values stored in?  I have looked in Customer, Entity and Contacts.  Each of these tables has PortalUsername and PortalPassword columns but none of them contain values for "accounts" I know have used the Customer Portal.  Help!  Thanks.

...and I bet the reason the Campaign worked was because you went into Customize > Tables / Fields and hit Finish Editing fields between your original post and my response that it 'should work'. Sound about right?  Paul

My mistake, the check boxes in the tables/fields < EstimateLine section are to make items required or unique. I'm just looking to make "other 1" and additional fields visible for each line item in the estimate and invoice screens. 

Hello, I'm trying to customize the fields in the invoice and estimate tables and Method won't let me. It has a notification that it has disabled the customization of certain fields because the table has more than 42,000 records. How can I change this? This seems like it should be a very basic function since I really need to match some of ...

Hi Bryan, In step 8 of setting up a user, you can grant/allow access to tables for the user. Then they can only see the data in the allowed tables   Dave

This issue was addressed here. -Michael

hello method friends, I am trying to generate a list of wholesale customers with their contact info that have ordered in the last two years. I have tried generating reports with quick books and spoken with intuit directly bit in order to do so I will have to perform a number of convoluted tasks and ultimately need to employ pivot tables in excel. ...

Hi Nick, Unfortunately yes, you do need the pro version of Method for you to do that as "CustomerTagList" or "LeadTagList" dropdown menus will be created as seperate linked tables, which is only accessible through Method Pro. Marwan

I have added a custom field to both my leads and customer tables/screens.  How do I ensure that a new lead, when converted will push the custom field over to the new customer entity? thanks,