Method Community

Hi Greg, Good news! I was able to get You Rang working with Ring Central soft-phones! It does require the installation of an additional component to allow the 2 programs to talk to each other, but once its setup the first time you shouldn't have to worry about it anymore. If you would like to give it a try, I've added intructions on how ...

Michael - it appears that the contacts issue is more serious than thought. We now have two customer contacts who have been inserted into our Employee table - one superimposed on top of the existing values for a current employee, and one contact who's now listed as an entirely brand new employee, linked to another.   What ...

Hey Michael, I am setting DEFAULT VALUEs in the first page of the FIELD PROPERTIES window. That is the info that will not generate automatically when a new form is opened. Example Steps that I take: 1) Log into Method  2) Select New Work Order  3) Fill out required fields on screen  4) Print  5) Save and New  6)When ...

The field is unique as a text field in its own table, but it's added as a Dropdown field in another table, which is linked to transactions:  

I've created a Packing List screen pretty much as a duplicate of my invoice screen, except with the InvoiceLine showing different columns. How do I make the SalesRep field carry over? All the other fields seem to carry over automatically (PO number, terms, due date, etc.) Thanks, Andy  

Hi Andy, With grids things can get a bit tricky sometimes. You will have to update the Ext Net field on the InvoiceLine table for each record in the grid and not actually enter the values onto the grid. Essentially you would loop through each value in the grid and update the Ext Net field in the InvoiceLine table. -Michael

Hi Kaiser, Are there any areas in particular that you are experiencing issues with? -Michael  

Hi Brett, In order to use a field for the 1st Column it has to be set to unique in the table. If you edit the table you created you can check the Unique? box for that field. -Michael  

Hi Andy, This webinar here goes over the creation of fields and tables in Method. Since you only have Pro you would need to use the U/M table you created instead of the one that already exists in Method. If you want explicit instructions I would suggest going with paid consulting you can reach me at m.melo@methodintergration.com if you wish to go ...

Hi Matt, Can you give me some more details or specifics on this? How are you setting these default values? -Michael