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I have some drop down lists that reference custom tables for lookup values. I'd like to add the ability for my users to have an "Add New" option in the drop down list that will allow them to add a new option, such as done already in several of the stock drop down lists. How might I go about this?  I suspect it has to do ...

[quote user="Rolf"]Is the order of copying screens relevant?[/quote] Not to my knowledge. [quote user="Rolf"]What happens if I forget to copy data with a table?[/quote] This can cause problems on your screens so I highly recommend you ensure that all tables with data you need to bring over have the option to copy data ...

Hi Rolf, I'm just doing a little testing before I reply back to you on this.  I'll post my response shortly! ~C

Some further clarification: I need the Sales Rep field for the Main Account contact in the Contact section of the customer detail screen to reflect my changes. I also need the new sales rep to be populated in a new invoice/sales order. Which table do I have to change? There's Customers, Customers and Leads, Entity, etc. I made the ...

I changed a bunch of sales reps for customers by exporting the customer table and then re-importing. At the time, I looked at a few of the customers and the sales reps for the "Main Account" job types seemed to have changed fine. However, looking at the accounts/file export today, it's clear that these changes didn't ...

Hi, We’re in the process of finally going live with Method, and have a significant  number of highly customized screens and tables.  I understand the recommended way to do this is with  a new account and copying the customized screens to it.  I’ve played with that a bit, and am looking for some feedback on my ...

FYI - planned date for the October version hitting the staging site is October 25th. Paul

A big thanks.

Kyle asked this question via email... [quote] When I convert a lead to a customer it is coming across as inactive in Method and Quickbooks. What do I need to do to prevent this from happening? [/quote] Kyle, I suspect you have the lead already marked as inactive.  When converting an inactive lead to a customer they stay inactive so ...

@MrDigitronic - Method creates a new Google Calendar, one per Method user. That Google Calendar syncs with the user's calendar in Method. In your case, I imagine you'll have your User setup as the crew leader. So for each crew leader you'll schedule a work order in Method, and it will sync to the corresponding Google Calendar. In ...