Method Community

Hello, Looking for a way to show photos in a report - when the files have been uploaded to SmartVault... I have a screen that allows file uploads.  A Submit button generates a report that shows these files/pics.  If the photos were uploaded to Method, no problem.  However, if the photos are uploaded to SmartVault (as we hope), ...

I have activated the MethodSupport account.  Looking at the screen, you should see both the old custom fields as well as the QB fields for Workers Comp and General Liability.  QB has a process that uses these fields to alert users not to enter bills and credits for Vendors whose insurance has expired. Let me know if you ...

Thanks Greg - I was putting my OnClosePopUp actions in the Child screen instead of the Parent. All is well now - thanks again!

Should I be expecting a grid on a parent screen to refresh when using "Clear Screen For New Entry" from Child OnScreenClose?  I am having trouble geting this to work. I am essentially needing to open a popup from a customer screen that lets users update certain customer fields.  When they are finished, the popup ...

The values for the Workers Comp and General Liability fields would be dates.  I will email a couple of screenshots to the support email that show more about this. Thanks, Garrett

Sorry for the delay on this - WorkersComp and GeneralLiability are default fields in Contractor Edition. more info... A user refreshed my memory as to some "Contractor Edition" fields not showing in Method.  We use Enterprise 12 - Contractor Edition.  If a QuickBooks user tries to pay a vendor who has expired Workers Comp or ...

Thanks for the info Nelson. One challenge I am having is hiding tab links on tabs other than the current/default tab.  I can hide the default screen for the default tab.  However, eventhough I add actions to hide tab links under other tabs, these actions are not working - the tab links are still visable when I click the other ...

We are looking for a way to restrict access to the CRM for certain users, after a certain time of day.  I haven't been able to update the Users table without getting an error.  Is there any (efficient) way to accomplish this? Thanks, Garrett 

Hello, I am having difficulty retrieving Vendor > Workers Comp Expires, and Vendor > General Liability Expires.  We use QB Enterprise 12 Contractor Edition, and these fields are important to our AP dept.  Should I be looking somewhere else, or are these fields not currently found in Method? Thanks, Garrett 

Is thereany reason why I wouldn't see the FullName field when trying to add a dropdown using the Customer table? Similar to the example above, I am working on a new table that will use the customer>FullName field.  However, when I get to step 3, RecID is the only choice given... Any idea?