Method Community

I'd suggest you give the Transactions table a shot when building this report, using this as your master table should make the fields you need available. Keep in mind this is a list of all transactions, so you might want to apply filters while you’re out there. The Method Report Designer will ask for a master table with the option of adding ...

 OK, that was at least part of the problem. However: now the user get a message that "user does not have permissions on this table." I went back to screen 8 of the user setting and it is set to "this user only has access to specific existing tables" with the drop down set on "All tables required for Outlook ...

Hi Ashur, Thank you for your help. I created the new field Sub in the Customer table and added it to my Edit/New Customer screens. All good here. Can I some how associate or push that information chosen for the sub-contractor to the custome field in quickbooks with Actions? Also, is there a way to get the Sales Reps' and Subs' name ...

Hello, We have students taking online training from around the world. Some students take our training for free, while others end up paying. For this reason, we do not want to put all students into our CRM as customers. That said, we may have the need to create either activities or cases for either non-paying or paying students. Our goal being ...

I would like to add a time zone filter to my Vendor and Customer lookup tables/grids.  I would like to know how to add this filter to the window that I see on the left hand side of the screen when I open my vendors window.  I would like the option to either not use the filter, or to select one of the United States time ...

 Hi Joe, Yes, you can insert a record between two others, by using the idea below since we cannot change the Record ID of a field. To do so, add a field to your table with an integer type and add it into your grid. For example, your field name can be 'Order By' and then you add it to your grid, then sort your grid based ...

 Hi Jason L, Glad to hear you got it working. I've been trying to reproduce the error for the past 2 days without any luck. I was actually starting to write a post asking you to elaborate on how you set up your linked fields. Dave

Sorry for not replying sooner.  I didn't see your reply. FYI - Method has a report designer. It's pretty powerful.  I would say it is comparable to what you would get from MS Access reporting.  .....Method can do a lot!

Ah yes this makes perfect sense. I am not sure how i got confused on that.  I will test this as soon as I figure out why i no longer see customer data when i click a contact to edit. Not sure what I have done.

I noticed that in a new trial account I just opened that a lot of Inventory tables are now missing. Below are the tables in our current paid account created earlier this ...