Method Community

Hi - How does this field populate? Can I change this field manually? This is the one under the Customer Contact list screens

Hi all, I have been developing several 'apps' that use the API.  One of the 'tools' I have built dumps the table and field information for all tables / fields in a specific (customer's) database.  I attempted to run this on my TemplateStevenBlaustein account and frequently (several tables both standard Method tables ...

Hi Conner, You can definitely accomplish this, but the Transaction grid / table isn’t the way to go, as it doesn’t list item names or descriptions. You’ll need to add your own grid to the screen and if you want it to list items from sales orders, then use SalesOrderLine as the base table. Unfortunately, the SalesOrderLine table ...

I am currently in the process of setting up Method for our company, and am now at the stage of figuring out the best way to track which of our products the customer currently has (since this information determines service/future purchases etc). It seems that the transaction tab could give some insight into this, but the grid only shows the ...

Hi Mahlon, Sorry for the delay, I had to ask around for more information on this one. We do plan on releasing a documents app for M:N however, it has not made it into our roadmap yet. We have some other apps such as Field Services that have a greater demand, which we are going to release first. As always, I cannot provide an ETA for when new ...

Thank you Audisho, as per usual, you are THE MAN!!! I knew there was something I wasn't thinking about and that absolutely makes sense.

Hi scottaskinosie, The data in the textbox does not save because you are not specifying a location for it to save to. You need to add a custom field to your Customer table and the drag the field onto your edit customer screen. The data input into the field will then be saved in the custom field on the Customer table. I hope this helps. -Audisho

I am trying to add a text box field to my edit customer screen so that we can keep simple notes on each customer. We only need to be able to write one or two words and it does not need to synch with QB. So I added a text box object to the edit customer screen but when we add a note it does not save. I feel I may be missing someting simple here but ...

Hi callumbowran, I think the field you’re looking for here is “BillAddressState”. In Method, you will always be pulling from “dataSet1”, but then you also need to be pointing to the field Estimate.BillAddressState. You can change this from the Data Binding dropdown of the label or you can simply drag this field ...

Hi Audisho, Excellent, that's done the job. Thanks a lot. Whilst I'm bathing in naivety, perhaps you can give me a couple of hints on a few other problems I'm having: When I enter "LegalAddressState", the field comes up blank. It looks to me like it's trying to pull a string from 'dataSet1' - where exactly is ...