Method Community

Hi Amanda - Thanks for the reply.  I probably did press Enter instead of Tab when I received the error.  If that causes the problem, you may want to clearly state that on the Edit an Existing Tab screen. (or even better, let people push the Enter key once they have edited the tab name)  Danny reset my account and deleted all data ...

 I am now getting more information from Designer.  "Failed at Context = 138.  The master table (Estimate) cannot make a relationship to a child table (EstimateLine) becuase the tables are joined by a field (JobNo) that does not contain unique values."  The JobNo is referrenced to the Customer table.  I have ...

Hello Robert,     Regerate your tables. First, exit out of the screen designer if you are currently in it.  Navigate to Customize -> Tables / Fields and find three tables: Item, SalesOrderLine and SalesOrder.  For each table, click the name to bring up the field list.  Then click Finished Editing Fields.  Go ...

I have added lots of custom fields to my Entity/Customer/Contact tables before - I just wanted to double-check which table was best to add the field to, and which child tables would also contain the field. It's very difficult to make what should be simple decisions on these types of things without documentation or even a simple schematic ...

What I am trying to do is sum the amounts from invoices within a date range and enter them in a new field in the customer table called "aaSumofInvoices".  This is what I have done so far and the errors associated with them.   I added a field in the customer table called “aaSumofInvoices”.  On one of my ...

Hello Community! We are excited about the possibilitlies of transistioning to MethodCRM but we have a couple of technical questions. Under the Customers Screen after clicking ( Go To...) you have access to Customer Sub Tabs. How can we create additional Sub Tabs using data from custom tables? Also there is obviously a default filter for the ...

Hello Robert,     We had spoken off the forum posts and look at the problem.  There is a restriction that does not allow fields to be added to the transaction table. This is why you were getting the errors.  The answer will have to be going from the customer table or a child-transaction table.     Your ...

Beth, This is a very interesting question, and I think important also. As an IT infrastructure manager I had staff supporting large Citrix farm environments and as a small business owner I've used Terminal Services on Windows Server 2003 to host Quickbooks. Terminal Services for Quickbooks worked well except the Quickbooks licensing system ...

Ben, If you've completed a full sync since installing the beta engine, you should see the new fields and tables.  Could you enable MethodSupport and email me the company account?  I can take a look and try to find them. - Adam

Ok, this relates to this post in that it is asking for help with our Web-To-Applicant form, however, I believe is a new issue. The form was working correctly for the most part, however, we needed to make some changes to it as well as some of the tables that it relates to so that we could create a custom report (an employment application to print ...