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I got it to work and this is what I did. 1. Removed the Salesrep field from the case table 2. I did what you toled me to do on regenerating the tables. Everytihing works now.

Hey Aaron, As you feared, unfortunately you cannot change the source for those Tables. It would cause many issues with the way Method and QuickBooks communicate. - Mortaza

Hi Mark, So, I don't think I have seen a webinar discussing how to link fields between tables. Can you briefly describe how to do that? Bryan Hand

Hello Mike,      I'm not sure the techincalities of the database structure.  My thoughts were that the 'view' prefix is for a temporary table holding the fields for the view and the 'acc' prefix denotes the actual tables. - Greg

Andy, Go to Tables/Fields > click on the PurchaseOrder table > then click Finished Editing Fields. Do the same for the Activity table, then edit your screen and it should show the correct Select Field value. Let me know the outcome. - Ashur

OK, I figured out that you can indeed use the API to insert invocies but there are 2 tables involved. How do I link Bill and BillLineItem tables togther when we use API for the invoice insertation? Anything else we should look out for? Thank you very much for your help.

Hi Fran, You can edit the template used for these reminders by heading over to Customize > Tables / Fields in Method and clicking Edit Table... for the Activity table in the list. - Justin

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The following updates are now live for users of Method Fixes HTML Editor - Fixed an issue where a border was sometimes added around text that was copied and pasted from an HTML Editor into MS Word. (PL-31865) Tables & Fields - Added validation to prevent fields from being created with leading numbers or spaces. (PL-32713) Regards, Phil

Hey, My first question would be, does it need to exported in spreadsheet format? Or can we use a Generate Report action to extract that data? - Mortaza