Method Community

Mahlon, I've created a ticket for this issue and will keep you posted through this thread. - Justin

Hi BLCPA, It isn't possible to automate this. The Activity table reminders that get sent out to your users are configurable by clicking on Edit Table... for the table under Customize > Tables / Fields, but the coding is done on the back-end. There's no way to replicate it on a screen level. You could create a ...

Hi hkui, There aren't any actions that can clear grid filters, you'll have to click the Clear Filter icon on the grid. It's the yellow icon with a red "X" over it. on the top-right corner of your grid. - Justin

Hi Mahlon, Where are you getting the error message? Are you getting it on screen load or when you uncheck the box? - Justin

Hi VLocke, This is currently not possible, and with Method:New's Public Pages on the horizon it's unlikely that we'll implement this for our current Web Forms. - Justin

Alex, Why would you want several Products on one Sales Order Line? Is your "Product" similar to an Item? What's the relationship there? Why not just use an Item, which syncs to QuickBooks? - Justin

Alex, The Entity table contains all the information that the Customer and Vendor tables do. All Customers, Vendors, Employees and OtherNames are considered Entities by QuickBooks and reside in the Entity table. The Customer, Vendor, Employee and OtherName tables are actually ...

Hi Eliza, Unfortunately, there's no way to accomplish this through the Gadget. The only way to batch-add emails to Method would be to import them using our Import / Export tool. You would have to enter the information into a CSV file in Excel (cut & paste the body of the emails in) and import it through there. - Justin

Hi Mike, There unfortunately isn't a diagram or summary available to detail the relationships between tables in Method or QuickBooks. You can see a relationship on a table in Method by clicking Edit Fields... for a table on the Customize > Tables / Fields screen and looking at the "Dropdown" type fields. ...

Hi Alex, The Transaction table's Entity field specifies the relationship between the Transaction and Vendor (Entity) tables.   Hope this helps. - Justin