Method Community

Emily- You can create different portals based on different tables from Method. The default portal is based on the Contacts tables but you can create portals based on Employees, Vendors or Customers.  One way of achieving what you are looking for(Without creating a new portal) is to create a custom field that keeps track of the portal ...

Hi Marty, Thanks for getting in touch. I've forwarded you an email containing instructions on how to proceed. As we get this question frequently, I wanted to share our process for handling this request. Resetting your account allows you to clear your Method account and synchronize Method with a different QuickBooks database. However, we ...

 Hey Emsegal, You can either try to re-generate the table, or you can contact your business consultant and we will look into this for you. If you want to regenerate the table, follow the steps below. First confirm the dropdown is assigned a table, do this buy editing the screen and looking into the properties of the dropdown in question. If ...

 Hi Phillip, You would need to create some sort of relationship between the 2 tables. So an option for you would be to add a dropdown in the new table referencing a field on the existing table.  Once this has been done then you can add linked fields since the relationship has been created. To help you further, since you are a Solutions ...

Hi Laura, The reason for this is because the report is being built from a specific table and by default will only list these fields, in this case only fields from the PurchaseOrder table. The AccountNumber and Email fields you’re looking for are found in the separate Vendor table. What you’ll need to do is add the two linked fields to the ...

Hi Stuart, Happy New Year.... Method is an awesome tool and great for the type of project you are embarking upon. You are on the right track using custom fields on your invoice lines.  this way QB can get the data and you can report on it...  But to bring in the othr attributes even from QB would require a custom reporting solution.. ...

Here is how my table loks: http://screencast.com/t/bvVk09R3nt6 What I need is how to create a field for combined County,State so I can use it as a key. Also I need to combine RecordID and company name since CompanyName is not unique as well, and it is a list too long to fix. It is easier to use recordID+CompanyName as a key, and then in ...

Hi akoumjian, I would confirm that the UnitPrice field still exists. You can also try regenerating the table by editing the table where the UnitPrice field exists and clicking Finished Editing Fields. What is action number 24? -Michael

Greg, thanks! Yes, I found that I did not have permissions to the all tables in the user option. Now I see existing tables in Custimize -> Tables tab. And I can pull Customer data in the Report Designer. Although it took a few hours to show up in the report designer. Thank you. Hope this kind of information will be added to the Tutorials ...

Thanks for the information.  That gets me off to a good start.  I just have one point I would like some clarification on, will I be able to bring over tables I added and fields that were added to existing tables. I'm not as concerned about the actual data in the tables just the structure, so the screens work ...