Method Community

I was troubleshooting an error message for a client on a customized version of  the new contact screen. On the SaveBase button, insert customer action, the internal note is blocking some of the actions and I'm not able to scroll.

yes everything is working now~  Thanks :)

Set up a Screen based on the Blackout table.   Add a grid with a few columns.  All of your data should display.  Then add an addition "select" column.  This allows you to add an action to this column. Call this column "Delete line"   Add the "delete"action.  and "refresh ...

Sixtel, Everyrecord in everytable in Method has a unique RECORDID.   FullName is the key field for the Customer Table( it has to be unique also).  It is the customer's name...It's RecordID is the unique number assigned to that name.  This is how you associate the customer attributes (like billing address ) with a particular ...

Hi Sixtel, The Customer table is the table that links to QB.  It is really a subset of the Entity table, which is  the QB table that contains all of Customer, Vendor, Employee and Other Namess.   The Contacts table is a Method table. It includes all of the Entity table names (as fullnames) as well as the additional ...

Got another one.  How can I delete entries from tables that I made?  Example, I made a table called BlackoutDate and i entered a bunch of test data while setting up a screen and grid for it. I need to get that test data out because it's not relavant.  thanks!

Hello all!  I seem to have resolved this by linking on FULL NAME instead of on recordID. I still don't really know what recordID is, so if anyone has any insite on that I would much appreciate it! 

Hello,  I am not sure if I am doing this the best way, or even if this way is possible, but has anyone tried this and if so can you help me figure out where I am going wrong.  on my edit customer screen I have created a new section (that opens up under a certain condition) that is meant to send data through to a table I created. The ...

Hey GroGreen, I do not recommend that you sync a new QuickBooks database to your existing Method account. Even though you can copy the data between QuickBooks databases, Quickbooks will assign unique RecordID's and TransactionsID's to every transaction/record. Method uses these RecordId's and TransactionID's to match up its ...

Never mind, found it! It was in the Date Function options. I believe it was in the Action Result option in Method Classic!