Method Community

Thanks Matt!  This issue was in fact reported. When I have an update I'll post it here. Jason

Mark - Thanks for the assist on this. Ben, Could you check to see if there is a duplicate entity in the account?  That has caused this type of issue in the past. - Adam

ok, thanks for the help.

It sounds like there is a corruption that somebody at Method will need to fix.  We've experienced the same thing from time to time.  You'll need to contact them directly.  They are generally very helpful in getting this stuff sorted.

I have built some functionality into the work order and invoice screens to allow the work order number to be pulled through when creating an invoice (there is a dropdown field in the invoice table displaying record ID from the activity table). There are then 3-4 linked fields in the invoice via the activity record ID. On the desktop ...

I am in a modified mobile invoice...i am selecting an existing invoice from the grid, uppon selection the canned logic is to take to the screen where it shows the customer info....i have modified it a bit to say look at that customer and check a box depending if that customer is a company or not. On a side note I have tried ...

I am new to method.  In my business we pre bill at the first of the month. I am trying to figure out how get this set up? The services are created already but not the invoices. Thanks Julie Dickens

Had already tried this, but did it again for entity and customer table and didnt help.

Hey Adam, I was afraid it might be something like that... totally understand. So, what I'm getting is that we need to create an action sequence that runs on a set schedule, or on button press, that would insert these values into the appropriate table column/row, then create a simple filter based on the results. Thanks for your help! Charles

Hi Ben You might try opening the entity table and clicking the finished editing table button.  You can then return to your other table and add try adding the dropdown again.