Method Community

Thanks, that's an excellent suggestion.  I've noted it and we will towards better samples.  I need to do a bit more investigation on your Contacts question. In the meantime, this may be germaine to other API users but there are a couple things I find helpful when working with the API. All of the available calls ...

Thanks, Paul. Moving on it. Hopefully after I go through all this work of creating the tables I need that when the Employee table is allowed to be changed by users that I can easily move these applicants into it (if they become employees) or easily take entries from applicant table and move them to the employee table checking them IsLeadStatus to ...

Fran, That's fantastic.  Wish I had it 4 years or so ago. Yes, nuances.  Like why does QB have a Name and FullName for some tables?  I'm sure I've figured that one out some time ago, but now I forget.  And all those address fields that QB holds and how they print on Checks, etc.  Fun stuff.  But, really ...

Smoyee, I'm curious what you're trying to accomplish.  Are you still having your other 3rd Party software add the Description only line to QB and you just want to print the line when printing the report from Method?  Or, do you need to enter a Description only line in Method as well, and print it? I wouldn't suggest ...

New questions & issues: I created a new Activity(2) screen and customized the Complete, Save & Close button to include two new Character Function calls for the Contacts and SalesRep tables, so that I can use their fields for merging. (Copied them from the CF call for the Customer table, and inserted just after it in the If/Then sequence.) ...

Matt- Try regenerating the InvoiceLIne table. To do this: Go to Customize > Tables / Fields Click Edit Fields for the InvoiceLine table Click Finished Editing FIelds Then try the process again. If it is still happening, enable MethodSupport and give me the exact steps you are taking and I will take a look. -Michael

Hi Lee, Steps to add SalesRepName as a linked field: Go to Customize > Tables/Fields Look for the Customer table and click Edit Fields. Select Add a Linked field Select SalesRep in the Link Using drop down list. Select SalesRepName in the Linked Field drop down list. You can leave the Display As as is. Click Add Field Click Finished ...

Great Video's, exactly wht I was looking for.   I now belive that a few SQL staments will get me were I need to be much faster than the inline tools. Can you tell me the relationship between the "Customer", "Contacts", "Entity", "Activity" and "CustomerEquipment ...

When you first copied the screen you should have selected Replace links to an existing screen on Step 3 of 3. That's most likely why the option is not showing up when editing a contact. In order to get around this you can create a copy of your customized screen and do what I mentioned, remember to replace the original screen: ...

Alright. It doesn't look like method gave the EstimateLine table (that our grid is based off of) any connection to the Item list other than the list of names. So that makes it a little trickier, since we have to physically create that relationship. Note: This is the route that i took to try to hide the inactive items from the dropdown in the ...