Method Community

Hi Robert, Yes, the Build Selection List filter is equivalent to a SQL IN clause, and that's how it's parsed. There are other parts of Method that can be closer to pure SQL, such as filtering tables, grids, and reports. For more information, please see this article: ...

If you're looking to migrate custom tables/screens from Method for QBD to Method for QBO, the only way to that now is to manually recreate each screen as the data structure between QBD and QBO is different. Reference numbers and the way they are referenced are different. Intuit is releasing V3 of their IPP platform (QBO API) in late 2013 so ...

Yes it's possible that companies run several campaigns at any one time. Opportunities would be a viable option for your in the interim but what do you mean by turn Opportunities into an editable dropdown list? Are you referring to the Opportunity Name field? If so I wouldn't suggest that as there are other fields/tables that link to this ...

Okay, I see what you're saying now.  What you'll need to do is create an action on the customer field in the grid.  What I would suggest is to copy the work order list screen, edit the grid and take a look at the actions on the entity field.  Those are the actions you'll need to pop up the customer screen from your grid. ...

  @AutumnW Great question. We here, at Method, always try to see if any new changes will affect existing screens and customization. However, there is always a chance that future updates might produce issues with customized screens. How we deal with those cases, is to determine if the stock screen (out of the box) has the same problem. If it ...

@smohyee Thank you for the clarification. To place restrictions to a user's account can be found in Customize > Users. To accomplish  the setting that you are describing then please take a look at Step 7, 8 and 9 (of 10)  If you are going to limit which tables a user can access then they will not have the ability open and ...

Sherrie - I'm happy you got to us when you did. Here's why... [quote user="Sherrie"]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 ...

Steven In order to clean up your data you'll either need to setup a screen designed to allow you to manually edit the entries or you can add a button to an existing screen and program the necessary actions to do the cleanup. As far as controlling when transactions sync with QuickBooks,  all QuickBooks transaction tables have the is ...

Hi Sam, Every table must have a record ID…but it won't appear as a listed field under Customize>>>Tables / Fields because it's just assumed it is there. You should be able to see this field when you customize the screen from the tool box displaying all the fields or somewhere on the screen if the field is already in use. ...

Shaun- To create a custom drop down for your leads go to Customize > Tables / Fields and click Edit fields... for the Customer table (A lead is just a type of customer) and add a Drop down type field. After adding the drop down field if you customize your leads screen you should be able to drag the new drop down field you created onto the ...