Method Community

Hi Bill, The field "Name" (opportunity name) resides in the opportunity table, not the activity table. In order to pull in data from another table, we use a feature called "add linked field" which is found under Tables / Fields -> Edit "Activity" Table -> Add linked field radio box. There link using the ...

When installing Method on my PC I used the Manufacturing Services sample file from QB.  I notice the tutorials are built around the Rockport example.  However, I have already synched the manufacturing file  with Method and it of course has the data from Manufacturing in the synch copy on the Method server instead of Rockport. So, I ...

Hi Scott, Unfortunately for the time being this process is manual. However what may work for you is creating a copy of the screen you are working with, and go to customize -> screens and edit... that screen. Find the "wait for sync approval" object and on Step 1 find "Default value:" Make sure that this checkbox is ...

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Hi Ian, In order for you to do the above, you have to use the groups feature. In Method, this is found under Home -> Items -> New Item... -> Group. Once you get to that screen, you can create a Gruop with Items listed in that group. Adding this group will allow you to create groups with sub-items that will populate when you add the ...

Thanks for reply, Denis, I was try to create a prefilled order, for example, if customer choose item "potato chips", then "dipping sauce" will be automatic entered in next line in Sales Order LIne or Invoice Line.Hopefully it is clear enough. Ian

Hi pdirect. The permissions that you find under customize -> users -> Edit... -> Step 5 of 7: Access to Tables restrict access to modifying these tables and related fields under customize -> tables / fields. If on Step 4 of 7 the Tables / Fields checkbox is not selected, the user won't be able to modify those tables anyway. This ...

Hi Ian, Could you kindly elaborate on what you mean by "combo item package"? Are you trying to set-up a drop-down list that is pre-filled, are you trying to set up a group of items, or something else altogether? What are you trying to do? [quote user="ian"] "I found if i using the "enter value to the filed ...

Hello apn_rene, You are correct. In order for you to see the "customize" tab, it must be enabled by the account administrator. If your role does not permit you to see that tab, your administrator has disabled it. Regards, Denis

[quote user="Anonymous"]   Just want to add; a simple alternative if you are just looking to export a list would be to use the Import/Export tool. You can find this under Customize > Integration Tools. If you haven't used this tool before, you can view webinar 28, by using the following link: ...