Method Community

Hello, I have created a TagList in my Customer field so I can directly tag customers. I followed the steps set out in this post: https://www.method.me/cs/forums/t/6756.aspx It sort of works, except that wherever it displays the tags it just displays [object Object] instead. I will attach a few screens. I am not quite sure how method handles ...

Hello Rick, It's hard to say over the forums that what might me wrong and why it is behaving like this. I am going to create a support case for you and one of our team member will be in touch with you shortly. For your reference the case# 18740 -Inder

Hi Inder I've not populated any of the name fields on the Customer (Customer not contact!), just Customer Name, Company Name and Contact as stated.  Is this a case of Method interpretting the data I've entered. The name (forename/middlename/surname) fields are empty in both Method and QB. Cheers Rick 

Excellent! thank you!

Hello Sixtel, The entity table is a special table :) It encompasses the Customer, Vender, Employee and Other name tables into one. So you can think of it as the Customer being a ‘subset’ of the Entity table for instance. The reason this is done is so that you can for example be able to write a check to an employee, to a vendor or even ...

Hello Rick, It looks like you are trying to add Leisure in the MiddleName fields and it only supports 5 characters. So, if you go over 5 characters it truncates the rest. My suggestion here would be to use FirstName and LastName field as they allow upto 25 characters each. I hope that helps! -Inder

Hi I have added a new customer to my system called DP Leisure GB Ltd I added them with the Customer Name, Company Name and Contact fields all set to DP Leisure GB Ltd. However, I noted that the Contact field had been changed to DP Leisu GB Ltd Thinking it was my clumsy thumbs, I deleted and re-added but again the Contact was ...

Hi all! So, I have just found out that there is an Entity table that seems to hold everything that is in the Customer table and the Contact table? Im having trouble understandthing the function of this table, specifically I am having throuble understanding which table i need to be working in when. I have added a bunch of stuff to my ...

SalesRep field in Estimate table Can not find it when export Estimate table, also not in export result

SalesRep Table in Table/Field Screen Can not find it in import/export sc