Method Community

I am no longer able to link a table to customer with the FullName field. I have done the following steps 1. Enter a new table name. 2. Click add table 3. in field name put Name. 4. Changed field type to dropdown 5. click add field 6. Choose from existing table 7. Select the customer table 8. Choose a field only gives me the opton of ...

So one of my users wanted to change one of the names of their tags which had about 2000 contacts with that tag. Does method change all the contacts that had the old tag name to the new tag name? Looks like it doesnt, as now when user goes to a contact that had the old tag name on, the tag disapears. We need some kind of warning that if you ...

Yes it is, glad I am not going crazy. Hopefully this gets fixed soon. Need it to work.

Is the portal in an iframe on your website? I reported the same issue when viewing the portal through an iframe a couple of weeks ago and it was submitted to the developers.

Hi there, I'm trying to conditionally hide Detail1 rows where the InvoiceLine.Invoice.Desc field is empty or is null, but it doesn't seem to be working as expected. I've set the condition to IsNullOrEmpty([Item])=True in the Formatting Rule, with the result being Visible = False. The control I've applied this to is the Detail1 ...

i would like to have the staff role defined as. they can view everyones activitys and estimates but can only change their own. is this possible ?

I had already added the action steps in OnScreenLoad. Like I said they work when I am logged in as a user, but they dont work in the portal.

k, doing a bunch of screen design today. Ill check out your ideas soon.

No error, the buttons dont register any kind of click. Very Odd. Like I said the buttons work fine logged in as user, just dont work in portals.

I currently use Method with QB Desktop version but I am thinking of moving to online version of QB.   As you know QB online does not allow for the use of Sales Orders.  My question is if I switch to QB online will I still be able to create Sales Orders in Method.  My process now is to create a sales order in method and then when ...