Method Community

 Hi Greg, In order to add additional datasets, there has to be some sort of unique reference to the Master Table and then you select the additional dataset from the detail table dropdown below.  So for example, if Customer is your Master table then your CartInfo table need to have some sort of unique reference such as Full Name of the ...

 I am trying to create a work order from an estimate using the 'Create / Go to Work Order' link just to the right of the Activity No. field. When I click on the link I get an error message: The value 'Work Order' was not a valid dropdown list value for 'ActivityTypeRef'. Additional Information Action ...

 I am experiencing the same problem... I have entered data into all the fields and still get the error 'ActivityTypeRef' when I try to save.  Furthermore when I try to add a job item I get an error 'please save the screen before adding any line items'. When I click any of the save buttons I get the ...

 James, It appears you've set the ActivityNo to only accept unique values in the PoolServiceLog. All you have to do is make the ActivityNo field in the PoolServiceLog table to not unique. Perform the following steps. 1. In Method Go to Customize > Table and Fields 2. Select the PoolServiceLog table. 3. Find the ActivityNo ...

Hello! I've created a new report (took an old report and selected save as - new name / new report) but for some reason it is printing a blank additional page. The header and footer are set to print on all pages and neither print on this mysterious additional page. So I'm not sure what would be causing it. Any ideas? Thanks!!

That got it! THANKS!!

Here's an error I get when I use your Master Tables. Failed at Context=138.  The Master table (Entity) Cannot make a relationship to a child table (CartInfo) because the tables are joined by a field (CompanyName) that does not contain a unique value.    

I'm trying to print out a "one sheet" customer info page and I'd like to pull information from multiple screens.  I was unable to link the Customer Master Table with our CART INFO table.  Is there a way to add a second "dataSet".  We have dataSet1 with cart info and customer but I need our custom customer ...

 Hi Phillip, Cases where any table that has a balance that is calculated by other records. For example, a customer has a balance.  That balance is affected by payments, invoices, credit memos and sales receipts. So for instance, if the credit memo is updated and QB is closed then the customer balance wouldn't be updated until ...

  OK.. i think that answers my question...I was getting portal users mixed up with the paid users. Let see if i get this correct...In an example if I have a Starter edition there is just one user that can logon and is paid for, but I can have x number of portal users viewing their account and this is billed based on the rate you said. The ...