Method Community

Hi Navitha, You can use the import / export tool to export the data out to something like an excel. It is not a true data archive b/c all it does is export. If you want to remove the data from Method you will have to manually remove/delete it or do this via actions. If you are thinking of removing the data, I would be very careful as some tables ...

Sheesh! Something that should be so simple . . . again is not.  Method's greatest strength is also its greatest weakness.  I understand db tables, but I have no idea how to do this in Method and I have no way of finding out either.  It shouldn't be this hard!  People want customization, but not if it's this ...

Hi Lance, Thanks for posting. Some of these questions are similar to a thread which I responded to on Aug-3-2011. Part of that thread I have pasted below. Since the bins are auto-created by the sync engine, I have confirmed you cannot customize this process. You can however follow my previous advice and export the InventoryControlBin and other ...

Matt, You can use linked fields to get this information onto an Estimate (or any other transastion) and onto a print out. If you look for the Estimate table under Customize > Tables / Fields and click Edit Fields, select Add a linked field and for Link Using select Customer, this should populate the Linked Field drop down to show all the ...

Brett - You're good to go.  It wasn't the problem I thought it was.  It was simply that when you created the dropdown you selected "RecordID" as the display field instead of "FullName". This was in the original Tables/Fields setup, long before you got to designing your Bids screen.   So in the ...

Hi Andy, I think this is happening because you may not have a filter set on your Generate Report Action. Edit the action and make sure the following is set for Filter Report. Filter Report Tables of Report               Invoice Fields in ...

Bryan, Mark was spot on with his answer. To add a linked fields to the activity table follow the steps below: 1. Go To Customize > Tables / Fields. 2. Edit the Activity table 4. Select Add a Linked Field 4. For Link Using select Entity (Entity is a special table the contains Customers, Vendors, Employees) 5. Now select ...

Hi Heather, I have tried to replicate your issue but on my end, going to Customize -> Tables / Fields -> Add a new Field works properly. Could you kindly go to Customize -> Users and enable the MethodSupport account. I will jump into your account and double check to see what is happening on your end.  Please also ...

Hi Salson, The above instructions should yield the desired result, as I've tested this on my machine and it works. What you can do is check the estimate table to see if the custom field is showing up there under customize -> tables and fields. If it isn't listed, please double check the above work-flow to ensure all steps were followed ...

 Hey Ian, Well from what I understand, when you select a customer, you want to find the campaign assigned to the user (Retrieve value from table?) on the Customer List. A good spot for this would be as soon as you select a customer. If you look at the Customer dropdown on either the Sales Order or Estimate screen. You will see some examples ...