Method Community

Being a newb I would appreciate any corrections if I'm fundamentally misunderstanding concepts here   I'm using a web service call to my online shopping cart to return a list of records in XML format. Using the Method Web Service action, I can store that mass of XML text as an Action Result... but then what? Is there a way to ...

Rather than a SalesRep initial, I want to use a new field called PreferredName I added for each Rep (via Employee). I want to see this in a column on the Customer Contacts grid (I'm customizing it). I couldn't modify how the SalesRep dropdown was linked to Customer, so I had to first remove it (from the edit customer screen, and then from ...

Not to stay stuck in Salesforce world, but can anyone shed light on how to handle Accounts and Contacts in MethodCRM?  I am accustomed to creating a Contact as a child of an Account.  An arrangement which seems intuitive to me.  In thatway of thinking, the Customer is the Account, or the organization.  In Method ...

Our company will be using portals for our employees to log their time throughout the week.  Some employees will just log time in, while some will use an approval process, and some will have admin access.  So we're going to use a few different portals for this and have links to those on our website.  I have a couple questions ...

He guys, I am in the process of creating my work order templates in report designer. One thing I can not figure out is how to bring certain fields into the report from 3 different tables. The three tables I need are Customer, Activity and Activity Job Items. If I choose Customer as the master table, I am only left with the ...

Some of the base tables like Customers and Items have fields like Name and FullName that are used by QB to distinguish between the name of a child record and the full name of the child record with it's parent's name. For example the Name of an item might be "Widget" which is a Sub Item of "Widget Assembly". The Full ...

Hi, I am having some difficulties with trying to link the data from the "Customer Table" to the new design template I made for the "Default Work Order Template (Print)". I just found out why I cannot use the Customer Table as the Master Table because it will not allow me to select it for the ...

Hi Everyone, I received an email from Fran who asked…. “Is there a way to copy screens/tables so that you don’t destroy your originals?  I tried but wasn’t successful at doing either of these. How do you know what fields will sync  back to QB?    or are these the “greyed out” fields ...

While customizing tables I ran across a scenario where I tried to delete a custom table but received the message below. "Table 'Warranty' is used in a relationship with another table currently. It cannot be deleted at this time. Delete the relationship field in the other table and you may delete this table." I looked through ...

Well, day two.  I am starting to understand the relationship between tables, screens, tabs.  Also learning not to delete stuff.  While I think that this will be a great way to keep information about customers ect.  I am having a hard time trying to "see" this program doing more. If it can do more, then the ...