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Hi Trish, You need to match the correct contact using the Entity field on the Contacts table. This is a dropdown of the FullName field from the Customer table. I did mention this in one of my previous replies. Please be sure to read my instructions carefully, as mistakes in customization can easily lead to data corruption. --Audisho

Hello Audisho, This is working, kind of. I am able to push the data from a custom field "altphone2" from my customer record to the custom field "altphone2" in my primary contact record. The problem is this is applying to every primary contact of every customer. What parameters must I set to apply this change only to the ...

Hi Trish, The primary contact will have a value of “Contact” in the SpecialType field. Secondary contacts will have a value of “AltContact” and Method-only contacts will have a blank value. I hope this helps. --Audisho

It turns out we do not use QB for anything other but uploading our new items. Is there a way around that to have items uploaded dirrectly to Method? Would it create problems with assigning taxes to bills? Thank you. MM

Thank you for the reply Audisho. How would I determine if the contact is primary?

I would like to know if there is a way for us to insert a web page window object into a custom screen, then have an action inside that screen affect an object outside of the window object, i.e. call a Refresh Grid action, call a web service, or something along those lines? Is this possible?

Hi Praveen, In order to add a custom field to the EstimateLine grid, you’ll need to first add it to the EstimateLine table. You can do so by navigating to Customize > Tables / Fields, locating the EstimateLine table and selecting the Edit Fields… link. Once you’ve added the field to the table, it will be available in the ...

The following updates are now live for users of Method.  Features: Newly added apps to existing packs now automatically installed (PL-3471). Dropped the "Allowed to Integrate Accounting” requirement for QBD sync. (PL-3348) Updated alignment properties for Button, Text, Checkbox, and TagList objects to utilize radio buttons ...

Thanks, How to add and show column in EstimationLine if we want to add any extra column like length , breadth and height ? Please suggest What i want actually is to make changes in lenght, breadth and height and as per that i will be calculating volume and area. In this we will be keeping the cost column as hardcoded and unable for ...

Hi Mike, You can accomplish both of these scenarios by adding a DocumentLibrary grid to the preferred portal screen. You can use the session value for Portal - Entity to filter for only documents related to the customer who is logged into the portal. If you’d like to make a few documents available to everyone, I’d suggest adding a ...