Method Community

On Wednesday, December 16 @ 1:00pm EST, Ryan will look into some advance actions such as Loops through tables and grids, also looking at the Email and Start Conditional Statement actions. Space is limited. Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/716454403 Title:         ...

 Paul,   Is this mobile ver coming this week?

Hi Amanda, I got it working! I am glad I did not have to start over and make a new template just to get the customer information linked to my design. The person who made the EntityRef is awesome.   Thank you very much for the help.   Jim

 Hi Jim, Basically, your goal is to see fields from the Customer table (Entity table) when you open up your "Default Work Order Template" (DWOT).  In order to do this you have to go into your Activity table since the DWOT is based off that table and add linked fields using the EntityRef and then select fields you would like ...

In 5 months, we’ll be headed to Atlanta, GA as Gold Sponsors for the Scaling New Heights 2010 Conference.  If you didn’t attend last year’s conference, you definitely want to get involved this year.  Why?  For starters, this conference is packed with intermediate and advanced training on QuickBooks products for ...

Hi Amanda, Thank you for your response. However, I have a few more questions. How do I add the Entity Table to my existing modified Work Order Design? What steps do I need to do in order to get this "Entity Table" linked to my Design, using Activity as the Master Table. I tried creating a Design with the Customer table as the master ...

Michael, We are looking into this and will update you as soon as we can.

 Hi Jim, Another option that is actually better for you if you are only looking to add customer fields to the work order, would be to add linked fields to your Activity table by using EntityRef. This will form the relationship between the tables so the fields will be available for you to add to your report. This way you can continue to use ...

 Hi Joe, Thanks for the update, let me know if it happens again.  

Hello Jim, My assumption is that your "Default Work Order Template(Print)" template is based off the activity table. Have you tried using Customer as your master table and then Activity.EntityRef as your detail table? I tried and I was able to see all the available fields on the right hand side.  The drawback to this is that you ...