Method Community

TogsTeam, [quote user="TogsTeam"] Unfortunately, not all of my Sales Reps are Employees - some are Vendors, some are in Other Names. I've confirmed phone # and email addresses for the Employees and Vendors, but the Other Names list doesn't provide for those fields. What's next?[/quote] In a situation like this ...

 One addtional note is that if the field is read-only then it will not show that line. -Michael

pdirect, Thanks for the screenshot. The lines you are taking about are added by default when you drag an editable field onto a mobile screen. The screenshot below is from my BB, all I did was drag those fields onto the screen, they may look slightly different based on the browser you are using. If you want to create your own line you can try ...

pdirect, I am not sure exactly sure what you are referring to. Can you be a bit more specific? Where and on which screen are you referring to? If you could post or send me a screenshot that would be great too. . -Michael

Lee, It’s probably because the fields are linked fields. You are going to want to add the Phone and Email to the employee itself in Method or QuickBooks.  The SalesRep table references the employee so the changes to employee should be reflected in the SalesRep table. -Michael

Lee, I exported my Customer table and took a look at the TimeModifiedAccounting field and then rebuilt by QuickBooks file and performed a full Sync and then exported the Customer Table again. The TimeModifiedAccounting field did not change but in my case my file wasn't corrupt so I can't say for certain if the same will apply to you. ...

Lee, I didn't try it in your account; I tried it in my account which was having issues similar to yours previously. I would confirm that the Sales Reps have an email and phone listed. The best way to do that is export the sales rep table(Method currently doesn't have a sales rep screen) or go into QuickBooks and look at the employee that ...

Hi Fran, You can create just a ItemReceipt but it would have no items to it, so if you want to add items you would have to add records to ItemReceiptLineItem. The RecordID field from the ItemReceipt table is used in the ItemReceiptRecordID field in the ItemReceiptLineItem table, it is what links them together. -Michael

Hi Lee, What screen are you sending an email from, are you using a customized screen or a standard screen? I created a linked field call Customer.SRPhone which links to the sales rep phone and it was able to merge successfully. -Michael 

Hi James, I don't see anything wrong with using that feature in Report Designer , we don't have any reports right now that take advantage of it but I have used it before and it works quite well. -Michael