Method Community

Hi Mike, This is a pretty involved customization. I strongly recommend you speak with a Consultant in more detail regarding this as it goes outside the scope of the forums. On a high level something like this can be done, but when it comes to the details of how, it requires the involvement of a Consultant as they may have a better solution for ...

Andy, Please email me your Company Account name as our Forums are seperate from our Customer database so I won't be able to locate your account info. Also provide the best contact number to reach you on. - Ashur

Understood, you'll still need to add a record into your custom table for each customer. You can do this by looping through your Customer table, retrieving the FullName field from your Certification table, use a conditional statement to check whether or not the customer name already exists in your Certification table, and finally insert the ...

You can do this in Method by adding a new field to your Customer table, for example, named PrinterInfo. Then make copies of and edit the applicable Customer (and possible Lead) screens in order to add this field to the screens for use: CRM_EditCustomer CRM_NewCustomer CRM_EditLead CRM_NewLead To edit a table go to Customize > ...

What you can do is set a filter report in the Generate Report action. You'll need to add two DatePicker objects (one for the From field and one for the To field) to the screen so that users can select the date range desired and that will feed into the report when it's generated. Hope this helps! - Ashur

Hi SalesMan, You'll need to add a custom field for this, which is very simple to do. You can even create a Custom Field in QuickBooks, that way this data will sync between Method and QB. To do this in QuickBooks edit a customer, click on the Additional Info tab, then click the Define Fields button. A new screen will pop-up(screenshot below) ...

Yes, you'll need to add records (entries) to your Certification table. What I meant was you can add the fields which are in your table to your custom screen. That way any data you enter into those fields and save will be inserted into the table. The screenshot below shows the the screen editor; the left side shows the available fields in my ...

Hi Mario, Are you looking to create a report to be generated on another screen? If not, what you can do is just export the grid to a PDF. You can add a button to your screen and utilize the Export to PDF action. Is this what you're looking for? - Ashur

Hi Mike, You need to first add entries to your table. You can either enable adding and editing on the grid and set the appropriate actions in the After Edit and After Add events. However, the simplest and most time efficient solution would be to add the fields in your table onto the screen, then add a Select link to your grid. That ...

Hi Andy, Please enable MethodSupport on your account; go to Customize > Users > scroll down to the bottom of the page and ensure there is a checkmark in the Active box next to MethodSupport. Then email me your Company Account name and contact number so I can reach out to you. I think I've replicated the issue but need more details about ...