Method Community

Hi John, Thanks for the reply, much appreciated. I've looked at these buttons, but I'm still missing something that I can't figure out. As I mentioned, I can create the work orders fine, but something is stopping me from inserting the (predetermined) job items. I figure it is to do with me trying to insert records into two different ...

Hello, Thank you for this information.  I’m still a bit confused.  We already have a Customer field, and we have lots of customers already. So, what we want to be able to do is have a drop down where someone could choose an existing customers OR create a new customer if the customer doesn’t already exist in ...

Hi sales@ravedecorgroup.com, The reason that this data is not saving is that you are adding a dropdown object to the screen instead of a dropdown field. The difference is an object simply displays data and requires actions to actually do anything with that data. A field is stored on the table and simply requires a save action (usually save all ...

Hello Ernestine,    I took a longer look at this import as I was unsure myself about the fields.  To import an activity, you need three fields: AssignedTo, ActivityType and DueDateStart.  You can find which fields are required by going to Customize -> Tables/Fields -> Activity.  You can scroll through the fields ...

[quote user="Method_Jason"] Hi Rodney,  Which table is your LeadEventDate field in? Is it in your Entity table? A custom table? The Contacts grid in the CRM_LeadList screen is based off the Contacts table so you need to make sure your field is linked to that table. To add a linked field to your ...

To my knowledge, I haven't deleted any of the stock fields or tables. I did have a couple of Custom Fields in my QBooks (that I hadn't actually populated for any Customer) that came over to Method and that I deleted. I don't see the same Advanced Screen Properties that you show. The last thing on that window for me is the Shortcut ...

Thanks Chad - I've troubleshot this a bit further, and it seems I only have the problem when working with a grid based on the Customer table.  I now have a screen with a grid containing just company name and email, and no other buttons, no advanced settings (no on screen loads etc.) and I still get the error.  If I add other grids on ...

I hadn't originally thought of it, but it seems like a web form, using fields from the TimeTracking/Expenses tables within a Portal would accomplish what I'm looking to do. I watched the webinar on setting up forms and I am not our developer - but is it possible to add the html code provided when setting up a web form, to a portal? ...

Well, to be more accurate about my current situation, it's not that I'm going to be designing screens to access privilegd information.. it's that I need to be restricted from being able to create such screens. Here's the situation: Method apparently requires the synching Quickbooks account to have access to "Sensitive ...

 Hi Valbon, Thank you for getting back to me. Let me start by telling you my ultimate goal. I need to make a drop down menu on the add/edit workorder screen in Field Servies. I want to call it "Tech Assigned" so that when a job is assigned to a tech, we can select that persons name, and then it will appear on the ...