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I'm not sure what happened but all of a sudden today, all of our Customer Name Dropdowns on all of our screens are referring to the Record ID instead of the Name of the Customer.  I'm not sure why.  I've looked in the tables and nothing seems changed.  I can't make it a unique field because it's not a field I can ...

Hi- We're finding that items within Item Tables of the SO and PO Screens are getting scrambled after "updating".  We save them, try and change the order back to what we want and save, and they continue to get scrambled.  Any thoughts on why this would happen/how we can stop it? - We need them in a specific order. ...

I have a number of errors logged in my RC that have somehow backlogged.  As of April 1st, our resolve conflict had 0 entries.  By the middle of April, we have about 10 error entries that date for March 14th.  The more confusing part is that for each backlogged error, the RecordID is 0, and there is one, and only one, error for each ...

I am experimenting with the Table Tool in the Report Designer and it looks like a really helpful tool to line up tabular data or grids in reports.  Not to be confused with data tables and screen grids. I have not been able to find any mention of this in the Webinars and the default reports do not appear to use this feature. I am thinking it ...

 When I setup a new user, I add the option for all tables to be accessed that are needed for Outlook Integration.  However, it doesn't seem like I want these users to be able to Add or Edit fields.  Is it ok to uncheck the permissions for adding and editing fields if I want a user to be able to use Outlook Integration?  In ...

Hello, Tim asks how to import a CSV file. For the benefit of the community I wanted to post this on our forums. Hopefully, these steps will clarify how exactly to correctly import your data into Method. 1) Go to Customize -> Tables / Fields and find the table you wish to import into (or create the table if it isn’t there by ...

I am receiving the following error message when I try to upload data from a CSV file into my Activity table:  ERROR:Access to the path '.............................langenscheidteducationalservices_Gregory_importSQLTableFields.xml' is denied. I have verified that my userid is set up with all possible permissions, and I was able to ...

I have created dropdown lists in my tables and they have had a 25 item limit for the list.  I really need a larger list of items.  I know the Customer list is a much longer list I can access from a drop down.   My question is how do I create a list like the customer list and then access it from a drop down.

I am looking for a way to create a dropdown fields that are linked and related based on the prior selection.  For example:  Let's say I choose a dropdown field that has a list of 10 different Manufactures of cars. (i.e.: GM, Ford, Chevrolet, Buick, VW, BMW, Saturn, and etc.)  Based on which Manufacture I select I would like to ...

I created a custom tab so that our bookkeepers can update their activites for their customers.  The tab links I used are the Customer List and Activity tables.  I am now trying to hide any information where the user name and assigned to are not the same.  My issue is that I cannot find either of these fields so I can ...