Method Community

Happy to message you that, but I don't know exactly what you mean by Tag Field on my spreadsheet. In this instance I am not importing anything from a spreadsheet, I just entering it directly into Method.

Ok great.  One question, Which delete action am I adding? The one from Screen that says delete record or the one from table? Want to make sure I don't delete the wrong thing.  Thanks! 

 Hi Paul, Thanks for the reply and info.  We tried setting the BuildAssembly table / IsWaitForSyncApproval True/False but it did not work for us.    Let me give a little more infol and ask a few more questions, and hope you can help us out. Info1:  When we create a new Buld Assembly item using API, we need ...

Hi Amanda, Thank you for the info. If the table is indeed 'special' and meant for behind the scenes purposes, I have a couple other questions about it. 1) Why is it that I can create a new screen based off this table if its data is intended to be from the subsets? 2) Will data enterred into this table appear in other tables as ...

Ok. So it seems that creating a relationship via a dropdown to a unique value in the corresponding table allows me to select any item from that field through the dropdown. I would assume making sure that the dropdown field cannot contain typed-in values not listed in the related table will require validation rules set on the field. As for the ...

Hi Kris, Let's separate these three questions and focus on #1 first. I've deleted fields I've added to the Method Item table.  In attempting to delete the Location field from the Item table on the Tables/Fields tab I get the message "This is a core accounting field and cannot be deleted."  It stays listed on the ...

Hi msfeld, There are a couple of ways that you can go about doing this. If you are only going to be adding additional options to these fields very rarely or only once, the quickest option would be to import new values into these tables using the Import / Export tool. The tables are LeadStatus and CustomerType. Your alternative, if you are going ...

Hi Melissa, The main difference between the two versions is that with the basic CRM you cannot create any custom tables or install any of the additional apps found under Customize > My Account. You can still customize screens that already exist, create new screens based off pre-existing tables and configure the fields for those ...

Hi jdibona, First ensure that you're not currently editing a table, if so click Finished Editing Fields. Edit your CRM_EditCustomer(2) screen, click the Advanced button, then click the Click to Remove link. Publish/Save then see if you can delete the screen. If not try regenerating the Customer and Campaign tables. To regenerate a table go to ...

So then you're using QuickBooks for the accounting portion correct?  Will these Sales Reps and Subs always be associated with the same customer, will there ever be a different sales person or sub associated with a different job/work order for a customer?