Method Community

I can publish a solution to this: tables in custom SQL quieries must be appended with view or viewacc. view is for tables that exist only in method and viewacc is for tables that came from QB. See: https://www.method.me/cs/forums/p/5538/21043.aspx The query i ran was: SELECT TagList FROM viewContacts WHERE viewContacts.EntityRecordID = ...

Hi Kathy, You can add fields to tables by navigating to Customize > Tables / Fields in Method and selecting Edit Fields... for the appropriate table. If it's a new, custom field you want to add, give it a name and select the appropriate Field Type from the dropdown, then click Add Field. If you ...

Hello Vince, You are right , you have to do three seperate imports into three separate tables, Basically the import /export tool allows you to extract all datat from tables in Method(export), and import records into any table that supports additons. I am quite confused about the second part of your question in which you mentioned whart are ...

Hi taurusgardening, In order to help you address this issue, follow the workflow below to regenerate your Method tables.   Workflow: To do this, follow the steps below: Go to Customize > Tables/Fields Click on the table you wish to regenerate; alternatively click Edit Fields... Click the Finished Editing ...

Hi Scottaskinosie, You are partially correct here, the issue is each of the screens you mentioned are based off different tables.  The CustomerList screen is based off the Contacts table, however the EditCustomer Screen is actually based off the Customer Table.  That being said, both tables have a "Notes" field, but there is ...

Hi Marcelo, Yes you can add the TagList field to other tables, and in turn, the screens which are based off those tables. You'll need to add the TagList field to the Activity table, since Work Orders are technically a type of activity, then you can drag and drop the TagList field onto your customized FieldService_AddEditWorkOrder screen. ...

Hi Ben, Try regenerating the Entity, Customer, and Opportunity tables. To regenerate a table go to Customize > Tables/Fields > click the name of the appropriate table, i.e. Entity > then click Finished Editing Fields. Before doing this, make sure no one is editing any tables or screens in your account. Another suggestion would be to ...

Dan- The CRM_LeadList list screen and the CRM_EditLead list are based off different tables, the CRM_LeadList screen is based off the Contacts table and the CRM_EditLead screen is based off the Customer table. To get the fields you added to the customer table into the contacts table you can link them. Go To Customize > Tables / ...

Hi haident, Have you given that user permissions to access the Method API and the tables needed for the Outlook plugin? When you setup a user on Step 8 of 10: Access to Tables, you can give them access to the Method API(Which is what the outlook plugin uses and you have an option to give them access to all the tables used in the outlook ...

Hi Naveenskris, I'll do my best to answer your questions below: "How can i make use of customfields in the table Customer in Method Integration" -The "custom fields" you are seeing in the customer table, are actually the custom fields found from QuickBooks.  There are up to 15 custom fields in QuickBooks that can be ...