Method Community

I want to have a button (stand-alone, not on any screen) that when I press it, it does the following: For every Record ID in the customer table Loop through the activity table and add up the duration hours for each Record ID in the customer table for a predefined time period Populate that duration number into the customer table ...

thank you ben. details have been sent.

FYI, I added the DurationHours field to the screen, but it won't let you input anything, even though read-only is NOT checked.

For anyone following this, we took this issue off the forums and resolved it for CHSMA. - Adam

Hi James, Would you be able to email me privately with the CompanyAccount name you enter in your Method Login.  I would have to take a look in your account to see what is happening, from you described above you should be able to see the "Create" button, so there might be something else wrong here.  If you do want us to take a ...

Hi David, One way you can do this is to add a Subtotal line item before the Discount line item. The Discount item will then discount the subtotal. See my screenshot below.  Let me know if this works for you! Jason

thank you for your response ben.  i apologize for the delay in my own.   to clarify, i never expected to see contacts tags appear as customer based tags. the problem i am having is that the create button does not appear. i simply get a tiny (approximately 10 pixel square) empty bubble upon hovering over the tag icon. i will attach a ...

I would like to have the ability to add a total % discount to an Estimate or Invoice.  Currently this is how I do it......I had set up a new item called 5% discount which deducts 5% from the line item above.  Howver this only works when I isnert the 5% discount item right below any other line item.  If I dont put this discount item ...

I'm getting the following four errors when I try to sync with QBO: Could not add/edit the Entity '708'. Click More Info to learn more about which record this is. The response from QuickBooks Online was: EMPLOYEE_REQUEST_BAD - Employee resource supports read-only access at this time. Create, Update, or Delete are not ...

I found the solution is to make a date range filter in the filter condition. It's simple, you just have to choose the date range option and then enter the dates that make up the range. Problem solved.