Method Community

Hi Ben,  I have a few suggestions for you: Regenerate all of the tables the are associated with the form. To do so, go to Customize>Tables/Fields and click on Edit Fields... and then Finished Editing Fields for each table.  Go through the steps on the web form in Method and click Finish at ...

Hey Chris, Is this still happening today? If so then try regenerating the Entity and Customer tables, along with the table which the Dropdown field pulls data from. To regenerate a table go to Customize > Tables/Fields > search for the table and click on it > when the new screen pops up, click Finished Editing Fields. Try editing a ...

Hi keita,  Make sure that on your CRM_NewLead screen (or CRM_NewCustomer) you dragged your field from the Add Fields section and not the Add Objects section. The Add Fields section will link the field on the screen to the field in the Customer table. The Add Objects section will simply place a blank field on the ...

Hi Matt123, First ensure no one is editing any screens, then regenerate the Entity table followed by the Customer and Contacts tables. Once that's done, log out then log back into Method then see if you can access the record. If not please enable the MethodSupport user and email me the Company Account name (not your user name). To ...

Hi jwarren, [quote user="jwarren"] Under the Customers Screen after clicking ( Go To...) you have access to Customer Sub Tabs. How can we create additional Sub Tabs using data from custom tables? [/quote] Are you looking to add a grid into a new "sub tab"(tab section) on the screen? If so, you can make a copy of the ...

[quote user="MikeB"]Do I also need to press the "Add Table" button so all the tables are populated in the window below?[/quote] You'll need to click the checkbox for, "This user is allowed to connect to the Method API", then select the "--All tables required for Outlook Integration--", then ...

Hi Rolf, Before we explore this post, it is probably best if you are made aware of the Entity table in Method. The Entity table is a special table that is made up of the Customer, Vendor, Employee and Other Name tables merging them all into one table. Now, this means any fields you add to those individual tables will also appear in our Entity ...

hycari - The "Transaction" table is a special "combined" table in Method that merges together some of the key fields of all the transactions tables (like invoices, payments, sales receipts, etc.).  Unlike other tables, the Transaction table does not support showing new or custom fields, so you wouldn't be able to show ...

Hi taurusgardening, QXpress Online and Method are two separate applications and companies.  Any questions related to QXpress Online should be handled through Marathon at 1-888-797-7377 or going here - http://www.qxpress.com/discuss/index. Ronen

James, Have you taken a look at our webinars on Method Report Designer?  The key thing to remeber when using 'sub' tables is to make sure you drag the fields into the detail band and that the detail band is bound to the correct table. Also when dragging a field from a detail table make sure you are selecting it from within the main ...