Method Community

Dave, thanks for your response also. Little by little things are sinking in. :-) Gary

I figured it out. I am all set. Thank you for all of your help!

Mark, thank you so much for your response. I think I was thinking of Method/QB as being more of a normalized relational database than it actually is. It sounds like all those Estimate fields like Billing and Shipping address are denormalized copies from Customers. That goes against my sensibilities of database design but I understand that QB is ...

Hi Gary, Just following up on Mark's point (he beat me to it)....you can query for information about any record in your method account using one of the following functions.: MethodAPISelect_DataSet , MethodAPISelect_DataSetV2, MethodAPISelect_XML, MethodAPISelect_XMLV2 So continuing my example above, what if I wanted to include Amy ...

did all the above and still get same error. I have just created a grid with an export to excel button for now that does what I need, I also linked the fields in contacts I needed into activity so I could display them, but would still like to understand how to create these reports when using linked tables as I will be utilizing them ...

It is the customer's email address and phone number that I would like to display on a printed estimate. Right now, I am able to show the email address and phone number on the estimate screen, and I have set up the estimate to display that information within report designer, but there is a disconnect somewhere that does not allow the printed ...

Allison, The second post says you can't populate the customer email address and phone number.  Is it the Sales rep or Customer email and phone you want to populate?  If its the sales rep, they were added as linked fields, correct?  Is the email field a custom Method field? - Adam

Gary I'm not sure if this is your question but in order to get all the other info populated you would need an extra call.  The flow might look like this. Call Method to get the customer's record Parse customer record in name:value pairs Build up new estimate field and value arrays using customer info name:value ...

I apologize if I was unclear. The customer email address and phone numbers are showing up on the Estimate screen. The problem is that I can't get the estimate "report" to display those values for a printed estimate. I have added that field to the report in report designer, but it is not pulling the information and displaying it in ...

Hi Alison, The estimate screen will automatically load the Customer record the way for instance the Edit Customer screen will.  You need to add actions to retrieve the values from the Customer.  If you edit and look at the customer:job dropdown, on step 2 you'll see a number of "Retrieve value from Table" actions. ...