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Thanks Chad! The documents are uploaded to Method.

[quote user="vdefabis"]Help is greatly appreciated.[/quote] Hi vdefabis, I customized this solution on my own account not too long ago - let me review my specific actions to pull the document location and I'll post up a reply.  I know one limitation is your document needs to be uploaded to Method and not SmartVault. ...

I am very new at Method and just starting to customize screens, tables, etc. I feel like this should be simple but what I've tried isn't working. I am modifying a copy of an existing screen, and trying to add a new row to an existing section in the screen. When I click on a cell in the section then on the "Add Row" in the ...

I am trying to attach a document from the document library to an email, but I must be missing something. (And probably a simple something. :) ) How do I get a FileAttachment location into an Action Result so that I can attach it to the email? I tried to Retrieve from Table the "Document" File Attachment field and using that as ...

"You won't be able to create a new FullName or EntityType field - you won't be able to create a duplicate of any field." OK, but you can see how that's confusing, right? If I export a file, change a few entries and then re-upload, a user would expect the columns to match and be re-uploaded. Anyway, I think I got it now.

[quote user="MikeB"]It appears that the Sales Rep ID field (ie. the only one of the 4 sales rep fields I was "allowed" to explicitly import) is the basis/key field for populating the remaining 3 sales rep fields (SalesRep_RecordID, SalesRepName, SalesRepRecordID).[/quote] To update the SalesRep you ...

No I only have 1 and its the 1 that I cant delete

This question came in from Dan via email... [quote] I am designing an Invoice in method to match the one I had in Quickbooks. I am wondering if there is a way I can set the page margins in the report designer?  I am printing to a receipt printer and the margin is messing things up. [/quote] Hi Dan, To make this ...

Thanks, Another couple of questions: 1) How does Method deal with multiple Google calendars? The way we do it now is we have 4 Google calendars setup. 3 calendars with one used for each crew that only that crew has access to. The fourth one basically is a combination of the 3 crew calendars that I use. I can go in and create a task for one ...