Method Community

Hi Blake, Good news on this topic, we have just pushed an update for this issue on the live site.  So, if you were to now blank out the Sales Rep Field on the EditCustomer screen from Method (after there was a Sales Rep already assigned), this change will now stick when a sync has been peformed.   -Ben 

The Report Designer can be a difficult beast for really in depth reports.  I think the key is to know how your tables and fields link up in Method. Since you've based the report off of the Customer table, you should be able to add in the Time Tracking table as a detail table.  I'm assuming you can't find the sales price ...

A user deleted the SalesTaxCode field from the SalesOrderLine grid on the stock Sales Order screen. Tax calculation on this screen relies on this field so they asked how to add it back. The first step is straight forward, simply edit the grid and insert the SalesTaxCode field on Step 2 of 9 of the Grid Wizard. The second step is a little ...

Hi Mike, I just wanted to let you know that I have looked into this a little further and do see what you are saying about the custom fields not being able to change from Method, after you have create the Sales Order.  I am going to spend some more time today, working on different variations on this before I can tell for sure what is ...

Jason, thanks. How would I then pull multiple lines into one template?

Got it! Had to make adjustments in the settings, however, it still doesn't explain a string of errors and upon the 5th attempt, it functioned just fine.

Looks like the screen snippets didn't post. Nevermind on the errors, it just synced, gave me a list, but the subject area is blank and no appointments are listed in the calendar. Thanks.

Don't know if there is a latest update to the plug in, but this would be very helpful for myself and my techs in the field. I downloaded the plugin, adjusted the settings as asked, and tried to sync contacts when I got all kinds of interesting error messages. Here's a list of the errors that pop up in order of appearance. Any ...

grdmunoz, In the scenario in my previous post, I set my where clause as: where the RecordID is equal to the Value From Row, RecordID. Since I wanted to update every record selected in my loop, this was an appropriate choice.  Jason

Hey! No worries at all! Glad someone is even looking at this ;). I originally had it based on the TimeTracking table, but was then unable to associate additional reference tables in the second section, so the primary table is now Customers. Back in the day when I used to build databases in Access and run reports with Crystal Reports, I was able ...