Method Community

Here is how my table loks: http://screencast.com/t/bvVk09R3nt6 What I need is how to create a field for combined County,State so I can use it as a key. Also I need to combine RecordID and company name since CompanyName is not unique as well, and it is a list too long to fix. It is easier to use recordID+CompanyName as a key, and then in ...

Hi Adam,     Here is what I'm trying to do: County subscription for phone leads is our main product. I already have list of counties imported on a custom screen. Those counties could be used in 3 places: 1. Lead could be interested in counties (more then one) 2. Customers can own counties 3. We also have backorder list ...

Hi there,       How can I create relatzional tables in Method? I have a table counties (county subscription for our service is a product we sell) I want to relate this table to leads table with relation one to many (one lead could be interested in more then one county). I also need to make a combined field for ...

   As it is now, customer message in Method has a dropdown menu that has what is entered in QB. What I'd like is to have option to update this list directly from Method (to add entries there). Has anyone found a way to do that?

I have solved this by adding a new field in that table, and creating a view filter for each option. If you have problems figuring this out I might help you with that.

Hi there,    We want to use leads for potential customers, since it is easy to convert them to customers from there. The problem is that we have more types of customers that we need to distinguish (sice we have leads that are converted to Vendors as well. I saw the field for SpecialType that could be perfect for it. I've somehow ...

Long story short here is what I'm facing: http://screencast.com/t/m6rVg2Lm9aZP Could anyone help and tell me is I'm doing something wrong here or it is a bug?