Method Community

I added the actions into the grid.  But when I did, the whole item section is gone, and there's no place on the actual invoice to input any item information.

Hi Jessica, Do you mean the New Line Item button itself? Or the grid that normally displays the the invoice items? Where did you add the actions? -Michael

I was working to create an action within my invoice "new line item" section and I created the entire action, but when I published it and then went to view it in the Customer Center, the whole "New Line Item" section disappeared.  

Hi David, To use a linked field you will need a relationship between the tables this is done by adding a drop down field to the table. In your case in this new table you would need to add a drop down that references the customer table. -Michael

I have created a new table which I am trying to Link to my main Customer Table.  However, when I try to "add a Linked Field"... nothing is showing in the pulldown menus..they are all blank.  Do I need to create a relationship between the tables before adding the linked field? Thanks, David  

Silly. I'm not barking up the wrong tree. We just have different perspectives and differenet business needs. As I said previously, I'm glad it works for you, but for most people, I don't see the benefit.

I'm not thinking about only my business either and with extensive engineering, business, and IT experience in businesses of all sizes from the very largest to the smallest I can say with confidence that I believe improving the performance and stability of key field updating and synching should be a priority for Method development and I applaud ...

We're not talking simply about your business, we're talking about the majority of businesses.  I've been managing IT for small businesses since 1998 and I can attest that your experience is not the norm. Most businesses will either use QB or both QB and Method.  And my point was that Method development should focus first on ...

My two cents. I think this feature is broadly beneficial and very consistent with good development strategy for Method. QB is great for accounting functions, and in many cases it would be the only tool anyone would want to use.  But, for order entry, production planning, invoicing and shipping it has a rather limited feature set.  A ...

Hey John, Thanks for that extra bit of info. As for the email still being sent it's kind of hard to tell if that is always going to be the case since all Method does is pass it to the SMTP server and it takes over (The error message that you are seeing is direct from the SMTP server). -Michael