Method Community

I'm posting this on behalf of a user: When they were displaying dates in reports (PDF's) and email templates, they could not get the date to display without having the hours/minutes.  Is there a way to display just the date in reports and emails? thanks!

What you need to do before going into the screen edit, go to Customize-->Tables.  Edit the table to which you want to add the linked field.  The wizard will prompt you as to how to add the field. Hope that helps!  

posting this on behalf of a new user :) **************************************************************************************************** If I copy and then edit a screen and wish to add fields from another table, how do I find which table the fields are currently being pulled from for the copied screen.  I do not see the table ...

 Hi Beth, ...digging this up in case you haven't already figured it out :) I think this will answer your question: http://www.methodintegration.com/cs/forums/t/1466.aspx Cheers!

Hi all! I had a client call in to ask why the CustomerType drop down (in the CustomerList->Additional Info tab) included items that were inactive in Quickbooks.  She also mentioned that she couldn't find an answer on our forums - so here I am :) This can also apply to dropdowns on other Method screens.  What you need to do ...

 Hello.  I am posting this on behalf of a new joinee to Method! ************************************* Can you take a look at the attached screen shots? In the first one, the list of invoices along the left are out of order. how do I sort by invoice number? In the second attachment, it shows that I only have 8 bills even with the ...

Hello, Please see below for some tips on these customizations: 1)    Technically, since you can customize this from various areas, there are a number of ways to do this.  Here is one way.  Go to Customize-->Tabs and “Edit tablinks” for the Sales Center.  Add the “Customer List” as a ...

Posted on behalf of a user: Hi Wayne, Yes,  Is it possible to have employees view history of clients without creating transactions?  We have sales reps that also field cutomer service questions.  I would love to have them be able to do this but control the creation of invoices. Also, is there a way to have new customer entries ...

Hi Heather, This issue is now resolved.  "no" is treated the same as "null" so the filter "is equal to no" should now work for you.  Please try it out and let us know how it goes. Thanks :) Wayne  

 Hi Heather, If you're in Customize->Tables/Fields->Edit Fields, then you should be able to add multiple fields without having the window close.  It should only close when you click "Finished editing fields." Is this not the case for you? Thanks, Wayne