Method Community

Hi JKM@SA, Go to Customize > Tabs  Click Edit Tab Links...  for the tab that has the tab link name you wish to edit. Click on the name of the tab link (It should place a red box around it) Edit away! You will need to reload for the changes to take effect.   -MIchael

[quote user="LaCrews"] If you're after building a report base solely on the salesreceiptline table, in addition to adding the fields to the salesreceipt table you'll need to add them to the salereceiptline table by adding the fields linked via the salereceipt recordID dropdown.   Hope this helps. [/quote] Mark, that was ...

Interestingly, the error messages went away...maybe because I requested a full sync, which happened last night. However, I did notice that the additional fields that I added to the SalesReceiptLine were there. They are dropdown fields (not linked) that use an existing table (such as the customer table). So my next question is, how do I delete ...

How do you change a tab link name?  I've changed the name of the screen in Customize but the name on the tab link doesn't change.

Hi Brett Here's what's worked for me.  In the SalesReciept table link the customer fields you need (email, phone,....) via the customer dropdown. Now if you base your report on the salesreceipt table as master and salesreceiptline table as a detail you can use this to build a complete sales receipt report. If you're after ...

HI Brett, Can you send me screenshots of the errors that you are getting? -Michael

We previewed a great new feature at the Scaling New Heights conference last week called "Reminders", and I'm happy to announce this is now live in all Method accounts.  If you turn Reminders on in your account, Method will send you an email 15 minutes before your activity is due, along with a link that takes you straight into ...

Hello, I'm trying to create a report based off of the SalesReceiptLine table that will also include data from the Customer table, such as e-mail address. However, even though I have the linked field "Customer" added to the SalesReceiptLine table, I still can't create this report when using the Customer table as the master ...

Hi Brett, Try {0:C2} as the format string. This is a specfic formatting for currency. -Michael

Hi Shirley, [quote user="Shirley Makrecky"]Not sure what I am missing, however, when I set one of these reports up and run it - it breaks due to the Employee filter.[/quote] I see something odd here, and will need to test it a bit further. I will post back here once I have additonal information. -Michael