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  • Linking Three Tables

    Hi Method! We currently are developing a commission screen in Method. The process is done by linking the Activity Table (Work Orders) to a Commission Table. In our current report right now, the cost of the total items is displayed. However we want to be able to display each item per work order. So I need to some how need to be able to link the ...
    Posted to Method:Classic General Q&A (Forum) by jsautel on 06-25-2015
  • Make a new field directly on screen vs table

    I want to create a few dropdown fields on a customized screen we have. I know how to make drop down fields on a TABLE but I can't figure out how to get the dropdown item I made in a table to show up as an option to add to a SCREEN. I tried looking for aspects of the SCREEN to be listed somewhere in the TABLE list but I can't find ...
    Posted to Method:Classic General Q&A (Forum) by Lex on 06-25-2015
  • Excluding Items From a Conditional Statement

    I recently set up a way to apply a set discount level to items from our price list, on our purchase order screen using Actions, and Basic Math Calculations with Conditional Statements. The discount applied is based on “Price Levels” of our customers (10% or 15 % off list price, etc.) However, we have about 25 items that we ...
    Posted to Method:Classic General Q&A (Forum) by Seth Thompson on 06-25-2015
  • Re: Add-In - Verify Trust Outlook 2013

    Thanks Audisho, I've tried this step and I'm still having the same issue. I'll have IT look at it and see where the roadblock is happening. I'll post again once we figure it out.
  • Re: Add-In - Verify Trust Outlook 2013

    Hi Asphault365, It appears there is a setting on your server that is blocking the download and installation of the plugin. If you have access, try adding https://www.methodintegration.com to your Trusted Sites in your Internet Options. If this doesn’t help, you can try playing around with the additional settings under the Security tab, ...
  • Add-In - Verify Trust Outlook 2013

    Hello, I am trying to install the Outlook Plugin for Outlook 2013. I am using Windows Server 2008 R2 and when I go to install I have the companies administrator user and password to allow access. Is there additional sercuity I need to change or allow permissions for to finish installation?
  • Re: user count

    Totally Helps!  Thanks so much as always :) Maureen
    Posted to Method:Classic General Q&A (Forum) by Maureen on 06-25-2015
  • Method:Classic Updates - June 25, 2015

    The following updates are now live for users of Method:Classic.  Fixed issue with Webforms not using new email settings (Ticket AS-819) Fixed issues with adding / editing users within multi-tenant accounts (Ticket AS-848, AS-867) Fixed issue related to Lead contacts not being deleted when Lead record is deleted ...
    Posted to Release Notes (Weblog) by Method_Jonathan on 06-24-2015
  • Re: Text Field Alignment question

    Alright I will keep that in mind for any future posts with attached photos. The only reason was to adjust some of the visual aspects of forms to make it uniform, such as padding around the input text so that the text doesn't stick too close to the text box border. Not a necessity, but I was just curious.
    Posted to Method:Classic General Q&A (Forum) by Jason Kim on 06-24-2015
  • Sync Problems? Restart QB

    I was running into quite a few sync problems and noticed many conflicts piling up. I also noticed a modal window popping up in QB every time a 'changes only' sync occurred, complaining about 'single user feature' or some such even though no windows or records were open in QB. For whatever reason, QB was acting like some ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 06-24-2015
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