Method Community

He Shelly, To help you understand the Entity table please refer to a previous post. All fields are shared among the Entity, Customer, Employee and Vendor tables. Adding fields to any one of the tables will make them available in the others. It sounds like you've added custom fields on the Customer List screen and are trying to get them to ...

Beth, Yes, you can only edit a copied or new screen.  You cannot alter our stock screens.  So you'd have to copy the CustomerList screen and edit the copy.  Then you can make your changes.  I'd also suggest you watch the webinar on screens if you haven't already.  In it they will talk about replacing tab ...

[quote user="LaCrews"] IrieAlex You're right with regard to the learning curve and getting the hang of it.  The best way to learn is to wade through the webinars. The webinar links are here:  http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx [/quote] Thanks. I have looked into a ...

Hi Michael - Sorry for the delayed response. After watching the webinar, I have been trying to think through the potential problems of using the SQL override that you suggested above. In the event that the field 'ImportSKU' is blank for an item that is not the subtotal line (ie. if someone accidentally leaves the importSKU field blank on ...

 Valbon, It definitely helps to know that if I add a field to the Customer table it will appear in the Entity table. Initially, I could not find some of the custom fields that I added to one of the tables (can't remember which is which) in a screen based on a table with "shared" fields. I am wondering if some of the ...

Hi everybody, The following were a list of questions asked during the Professional Services Webinar hosted on September-01-2010. Due to some technical issues not all questions were answered. Unfortunately these same technical issues prevented me from allowing some participants to ask questions via the audio channels. I encourage all users to use ...

Hi, I am just starting out as a new user - I want to import information from excel files - I watched the webinar which I think is based on an older version of Method but I got the general idea. My only question after watching the webinar is around the absence of data in a field - for instance one of the fields needed is phone number but for some ...

I was watching Val's Webinar that discusses CALENDARS.  I want to create a Calendar that just looks at our "INSTALLATION" activitiy type.  I changed the resource to ActivityType just like in the Webinar but still nothing shows on the calendar.  I've played with it and removed the default resource and label and ...

Hi Chad, So I have watched another webinar on customization and it seems that my screen looks different form th ones on the webinars.  In my "customize" thne "screen" tab - all the screen choices have a 2 or 3 little pictures of paper with the words "copy"  "view" and sometimes "edit" to ...

[quote user="bobbie56"]my screen looks different form th ones on the webinars.[/quote] Our webinars were recorded with an older version of Method so your screen is up to date. [quote user="bobbie56"]On the webinar these words are to the right of the words?[/quote] They're now on the left but they have the same function. ...