Method Community

Matt - Thanks for hleping out. Ben, Matt is right, if you have Customer conflicts, this will prevent the use of the FullName field as it will no longer be unique.  If there are no conflicts, you may still have duplicates. To find them, I'd export the Entity table and include the Entity Type, FullName and RecordID fields. ...

Hi Charles,  Unfortunately, no there isn't any documentation at this time. Your best option is to find the fields by clicking on Edit fields for the table (Customize > Edit Fields) and going through the list. - Adam

Hi Mike, Sorry for the late reply.  It sounds like the screen isn't loading correctly.  Are you still having this issue today?  Does the screen just timeout and error or does it eventually load if you leave it long enough. Adam

Satish, Unfortunately, there is no way to copy a table. You're only option is to create another table and add the fields in exactly as they are in the original.  Which table were you looking to do this with?  Also note that once you sync your QuickBooks file, it will sync the data to the stock tables, so you won't be ...

Mike, Great, glad I could help! - Adam

Hi Satish, I've replied to your other post. You can see me reply here. Thanks, Adam

Hi Satish, Can you explain a little more on what you mean?  Why would you want to copy a table if it already exists? - Adam

Hi Mike, Unfortunately, there is no way of knowing the current size of your Method account.  This Help Center article should answer any other questions you may have. If any questions you have are not covered in the article, please reply back here and we'll answer them for you. Hope this helps, - Adam

Hi there again, it’s Adam from the Support Team. Today, I’m going to talk about Sharing. Now I don’t mean the sharing you were taught in school, like sharing your Halloween candy. You should always share your Halloween candy - especially with me! The sharing I’m talking about relates to how you share your Customers, ...

Hi JWS, Yes you can.  You can copy the action set of the Print Preview button and slightly alter it to specifically load the template. Just simply edit the Generate Report action and select the template (the first setting Report) and remove the override settings (the next two settings).  See the screen shot: Everything else ...