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We will be implementing Method while also starting with the desktop pro version of Quickbooks. To create our initial customer list, we will would like to import our data from Constant Contact which contains almost all of our basic customer information. I would like a recommendation as to whether it makes more sense to import this ...
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Is there a way to create a customized drop down field in the Case Activities screen that returns contacts but only those with a certain tag? This is a new implementation of Method and we will probably have thousands of contacts in the database, but would only want this drop down to list those that have a tag equal to ...
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I was just looking for some reccomendations/options for reading Method data in MS Access in order to use Access to generate custom queries and reports. Altneratively, is there anything in Method Report Designer that allows queries to be built? That would actually be a preferable solution but in my work with Report Designer so far ...
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I looked at the report creation options for customers and cases. Is there a way of generating custom reports that include (and possibly can be filtered/sorted by) user created fields? We have a number of custom fields in the Cases table that we would like to include in reports. Is an option to that simply creating a display ...
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Thanks for your input on it - I still couldn't get the alignment to work, so I just put the captions on top of the boxes for now. At some point I'll revisit it and spend some more time. Thanks again.
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Thanks very much. Trying your suggestions now, a quick question on the &nbsp. That goes in the Caption box when editing the field? And do you insert actual spaces in the statement, like
"&nbsp TVCReligA ffil"
would place 1 space between the caption and the box?
Thanks,
Mike
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And here is what the offset fields in the right cell look like in the Preferences/Household row.
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Sorry, just saw your post. Here's a screen shot of what I'm running into.
Thanks,
Mike
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Thanks industrialrobotix for letting me know I'm not alone out there. Any Method techs out there who can help with this?
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When setting up a new section with 2 cells on a screen, I'm getting alignment problems. Fields in the right cell are aligned against the right margin, and the field labels often don't align with the fields themselves. You can see an example in the Preferences/Household section below. The format settings for these fields ...
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