Method Community

Hi Maureen, Unfortunately we dont have access to a 'previous version' of a specific table per se, but we Do have access to Backups of your entire Method database. Unfortuantely we cant just restore specific tables/fields by restoring the backup however, and the whole process would likely need the involvement of one of our ...

Hello l.brandow, Basically, you set up your sales tax in your QB file and when you sync your file with Method account it save those fields and amount in respective tables. If it is not set to sync with QB in method, It will still retrieves the value from the ItemSalestax table(as this table stores the value on item level when you ...

Hello Stuart, Instead of using scripts which shows a particular workflow, why don't you use the table with most information as your master table and then link all the fields required on the report to that table. Once you do that, it will be supereasy to show those fields on report and it will show all the data from all the tables. the ...

Hi Stuart, While you have 3 levels of related data here, it’s not impossible to accomplish this. If would be nice if you could simply nest a detail report within another detail report, but Report Designer does not allow us to do so. Instead, you need to “flatten” your data to use 2 tables instead of 3. You can accomplish this ...

Hey AmsoniaLandscapeandDesign, Are you trying to find your created report from the custom report option in Method? Our stock report screens are based on a few of the master tables for example: leads, customers, activities, opportunities and cases. If your report is not based off of one of the stock master table screens then you ...

Hello Otto, When retrieving data using the MethodAPISelect_XMLv2 call, you need to specify a list of field names.  There a few ways you can accomplish this -   You can use the MethodAPIFieldListV2 call to view a list of fields for the 'Customer' table.  To get you started, try using the fieldname of ...

Hi Danielle, It sounds like you are doing the right thing here, but I wanted to outlined all the steps just in case youve missed something.  To Edit the Size of a field in a table, you would navigate to Customize > Tables / Fields . From Here, you would open up the Table you want to edit fields in by selecting Edit ...

Hi Alex, I would recommend that you first regenerate the table that this grid is displaying. You can do this by navigating to the Customize tab, and clicking on the Tables/Fields tab link. From here, scroll down to the Table in question and click on it. Without changing anything, press Finished Editing Fields and the table will be ...

Hi Sarah, Yes! This is entirely possible in method. You need to add a linked field to the Customer Table on the table you are trying to associate the customer names with. For Example, Im going to  create a table named "Cars". As the name would suggest, I want this table to have a list of Cars contained in it. Every Car has a ...

Hi Rick, Have you added the custom fields to the Contacts table in Method? If not, you would need to do this first to be able to import the relevant data into these fields.  You can do this by navigating to the Customize tab in Method, and clicking on the Tables/Fields tab link. From here, scroll down until you see ...