Method Community

Ryan, Thanks, that helps a bunch and I think I understand.  I only need to work with NonInventory and Service Items, so I think I'm going to be safe in my interpretation of the views into the master Items table and the associated Screen definitions. I suppose these various views into the master Items table greatly improves performance ...

 Hi Paul, I was taking your advice from this post http://www.methodintegration.com/cs/forums/t/670.aspx I found a way to do it by using Method actions-- Start Loop Through Grid    Delete Record From Table -- Record ID equal to Value From Row RecordID Start Loop Through Grid Seems to work... I like the batch import idea, is ...

Hello again! Okay.  Well I'd first note that you'll want to open the conditional statement first, then perform the Basic Math Calculation since the calculation is a function of the condition.  Then you would close off the conditional statement.  But my concern is really that you're trying to apply this action set to the ...

  I totally agree with you but Dynamics isn't the only product users would want to migrate from.  Salesforce, Zoho, DrivenCRM, ResultsCRM, SugarCRM....I could keep going.  It is part of our long term plan, not our short term plan.  We have other things like Google Apps integration that take priority over migration from ...

Hello. I am trying to import contacts that are leads. They are individuals and not companies. 1) How do I import and then view a list of contacts with Tags? When I import using the Contacts table I cannot find the list anywhere. When I try to import using Customer Leads then I can't import TagList. How should I best do this? 2) How do I do a ...

Hello Eliza,     It's definitely something that you can add to.  The values may have been created when the dropdown was added to the table.   When creating a dropdown for a table, you either specify to create a new table or join to an existing one.  You have two options.  1. You can do an import update ...

[quote user="AutumnW"]Any idea what could be going on or how to get them to show in QB?[/quote] You're not going to be able to batch import checks (or deposits) in this way.  There's background processing that goes on to create the transaction numbers and link up these records, the import/export tool is just not meant to ...

Paul, Can you clearfiy a few thing for me. In your step 3. how is the shipping software obtaining the order information? By directly accessing the QB database or method database? Since not all of the order we entered in method needed to be shipped how will we seperate them out if all new orders are dumped into the shipping database? I don't ...

Getting ERROR:Login Failed: If you have attempted to log in several times, please wait 10 Minutes before trying again. on import screen again is there any way to reset?

Hi Sam, The ActivityCompanyName field is actually auto-populated from within Method, based on the Entity's Company name for the contact the activity is for. This field is used by some back-end logic, and is not typically intended to be seen on-screen within the stock apps (not that there would be any problem with you adding it ...