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Hi there! I confirmed with Val that he doesn't have any login information for your account.  If at some point you added him as a user, we do not save the login info for security purposes. Likewise, it is not our policy to log into an account and do forensics on a customization job that we did not do, to do so would require a ...

There are no additional steps that need to be taken to allow for another user to access the report.  There are controls in the Tab Group/Role setup where you can grant a user permission to create/edit reports, but there are no limits on a user viewing the report.  For instance, if you didn't want a particular user in a specific Role ...

Saved SampleEstimate as another report and made mofications, created my button to pull up my copied report.. works great!  Pulled up SampleEstimatte again, everything works. Perform a save as (did the exact same thing) without modification and the detail report does not show (the total shows) all other information shows, but no description, ...

 I have 2 custom screens.  1 is a call report and 2 is an RMA.  There is  a field for Call report# and Rma# on both screens.  For some reason, when I create an RMA it saves a blank call report with what looks like a Record ID # in the Call Report# area and the refering RMA # in it's place on the screen.  ...

Hello,     I'm getting ready to go live with our Customer Support Pages/Reports that I created with Method tomorrow.  Everything is working fine, but if I log in as someone else (NOT ME, I'M AN ADMIN) the print preview buttons only pull up the print screen but don't fill any data into them.  Is there ...

 Matt, This was an issue with non-accounting tables.  I've update the API so you can try the delete out again. Let me know if you have any other questions/issues. Pete

Got it... Sometimes it takes me a while to connect the dots!

Yes... I understand and it worked.  However, what I was trying to do is use the customer (recordID) as a "job number" because it's unique and auto generating number. Would it be better if I created a new field in customer table and make that auto generate?  if so, how?

The Entity table is a 'special' table that exists in Method only - it doesn't exist in QuickBooks and you cannot add fields directly to it.  You can add fields to either the Customer, Employee or Vendor table and miraculously the field will automatically show up in the Entity table for you!  :)  This is similar to the ...

Why? When tring to ad a field in the Entity Table I receive the following: Table does not allow adding fields.