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  • Re: Multi-fielded Relationships (Possible?)

    " However, is it possible for you to give a real world example.... " -- Lets say you are trying to identify employees and all you know about these employees is their DepartmentName, FirstName, LastName, and JobCode for what part of the department (this is obviously highly unlikely but i'm trying to create a small example). If you ...
    Posted to Method:Classic General Q&A (Forum) by Joe on 08-25-2009
  • Re: Customer table not showing in Report Designer

    Hello Yoshi,      I am interested in why you are not seeing tables in the Tables/Fields tab link.  You should be able to see all tables in the Method system.  If you do not see this in your system, give Method support a call at 1-888-925-6238 x2.   I'm uncertain why you are seeing ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 08-01-2014
  • Re: Limitations of MethodAPISelect_XMLV2

    Apologies for the delay. The query functions are for specific tables.  You cannot join tables directly in the API.  However, in reality, the tables you see in Method are actually Views behind the scenes, and you can add Linked Fields (via Customize > Tables / Fields) that show values from other related tables.  For example, on ...
    Posted to Method:API Q&A (Forum) by Method_Chris on 06-16-2014
  • Re: Getting started with Tables and Fields - Installed Codec, Webinar not working

    Meghan, The codec could make it difficult to transfer the video to another format.  Could you tell me what version of Windows and the version of Windows Media Player you are using?  I'll try to replicate this on my computer. - Adam
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 11-22-2013
  • Re: TagList on other tables

    Hey, Looking into "[Object object]" it's sounds like an issue converting the array of Tags onto the screen. Which would make me believe it is an issue with formatting. If you would like to private message me the tag field on your spreadsheet, I can take a further look. But as your stated if they have only been partially ...
    Posted to Method:Classic General Q&A (Forum) by Method_Morty on 02-16-2016
  • Linking Three Tables

    Hi Method! We currently are developing a commission screen in Method. The process is done by linking the Activity Table (Work Orders) to a Commission Table. In our current report right now, the cost of the total items is displayed. However we want to be able to display each item per work order. So I need to some how need to be able to link the ...
    Posted to Method:Classic General Q&A (Forum) by jsautel on 06-25-2015
  • API call to Document Tables

    Hey guys, I just updated my account to the new CRM pro to take advantage of the Documents table. We are trying to make API calls to the new table but are getting this error. "Failure. The API could not validate your log in.  Please make sure you have entered the correct Company Account, User and Password, and that each are spelt ...
    Posted to Method:API Q&A (Forum) by handcrafted on 01-14-2013
  • Re: Adding more than 5 Detail Tables

    Hi Geekoid - Currently the maximum is 5 detail tables.  It is possible for us to add that feature sometime in the future, but it is not on the immediate roadmap. Paul 
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 06-26-2010
  • Re: Contact, Customer and Entity Tables

     Chad, Thank you for the response.  I am still confused because the entry form form Outlook requires that you pick a Customer Name before a contact can be transfered.  Why can't I just enter a new contact without identifying a existing customer?
    Posted to Method:Classic General Q&A (Forum) by walterh on 06-19-2012
  • Re: Relating tables in Method

    Hi Adam,     Here is what I'm trying to do: County subscription for phone leads is our main product. I already have list of counties imported on a custom screen. Those counties could be used in 3 places: 1. Lead could be interested in counties (more then one) 2. Customers can own counties 3. We also have backorder list ...
    Posted to Method:Classic General Q&A (Forum) by Nebo on 09-30-2013
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