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Hi Dave, I added the same fields to those tables as type text since you never specified the field type. Here’s what I noticed: If you create a new sales order with data for both custom fields and save the sales order it doesn't seem to save the SOSerialNumber (custom field at SO line item) the first time you save the SO. You can ...

 Hello, Yes, there is an easy way to show the Customer's notes field in Method. The field is already available on the Customer table. So if you are adding it to a screen based off the customer table, for instance the Customer list screen then all you need to do is copy that screen and then customize it; by selecting the 'Notes' ...

 Hi Joe, Thanks for your feedback, I've submitted it as a suggestion to our Development Team.  We believe this would be very useful, however, it would be a little tricky since the various screens can be based off different tables and other factors would also have to be considered. This is something that we would ...

Julio, There is an import tool for Excel, written with open-source Excel VBA.  It uses the MethodAPI to grab records from Excel and import them into Method.  You just need to specify the table you want to import into and the fields you want to import. It's the same tool that users are using to import their sales leads into the ...

Okay, so let me see if I got this right.  You went to Customize > Tables / Fields > Customer and added a dropdown field to the Customer table.  Then you went to Customize > Screens > Customer List to edit the Customer List screen and the field isn't appearing in the Toolbox to the left?  Is that right? If not, ...

Ahhh....yes, so obvious now, I assumed it wouldn't be at the end of the Action sequence and never looked that far down.  Thanks again wise one, you know what they say about assumptions......and that Occam's razor theory. James

Why do invoices in Quickbooks disappear from the Invoices and Transaction tables?  I need a source to view Paid Invoices in Method.  I can see the unpaid invoices then when we post a payment to QB for an invoice, the invoice disappears from the Method invoice table and transaction table.  What's going on here? ...

Okay, what I am trying to accomplish is a way to track everyone associated with a customer. Our Sales reps and Subs get paid a percentage of the invoiced amount for the customer and we need to know who gets paid for a given customer.  Any suggestions? Thanks, Lk

Hey Matt - Both Peter and I tried it here and couldn't duplicate the problem. Everything worked fine on our end with no messages. Was it a certain table you were having problems with, or all tables? Does it happen every time? Paul

What is a "Webinar"? You're busy. So you are finding it hard to get enough time to sit down, and learn how to get the most out of Method. That's why you need a webinar! It's only 30 minutes long, and is the fastest way to learn about Method.  A webinar is a web-based presentation to a group of attendees. Simply ...