Method Community

Thanks John for the post.  You have a good point.  How do you manage customers with multiple contacts?      The Work Order is actually an Activity.  In a Work Order, the Customer field is actually from the Entity table and is filtered on the screen only to show Customers.  I'm assuming you have the ...

Thanks for your reply! Do you recommend I use the February version or the October version?  When will the fix apply to both versions?  I have successfully imported my contacts, that wasn't a complicated process and didn't take long to learn, but the issue was importing notes and tasks that were associated with those ...

Hello MindyMcCasland and welcome to the Method Forums, I believe there would be a couple of ways to do this, I will do my best to give you some of these possibilities.  Would I be correct to assume that you are technically looking to filter out the last invoice created for each Customer?  If this is the case, I can think ...

To anyone following this Forum Thread, I did speak with John offline, and gained access to this account in question to see what was going on.  We ended up having to refresh his tables in Method, for the February version, this will likely resolve all of these issues.  Unfortunately, it is difficult to say what happened here, however this ...

Hi Marcelo, This actually wouldn't be too difficult, we first need to add a link to the email address that is stored for your Customer, in the Customer table, then you should be able to access this field from your Report Designer to add to the Report. First, go to Customize->Tables/Fields, locate the Invoice table, and click on "Edit ...

Hi, I'm trying to insert records from one table into another and I keep receiving an error that the column 'ServerTimeModified' is invalid. This is not a field name in these tables so it sounds like a bug in the system. Here is the error: FROM actInsertRecordsIntoTable - ...

We have recently been building an Excel Task Pane App for a client of ours and we would like to set it up so the user doesn't have to login everytime they want to access the method tables. We are successfully working with the data, but we want to eliminate that login entry for our end users everytime they are accessing the data within the same ...

How do I set up a documents portal so that customers/vendors can download documents pertaining to them specifically? I think I'm OK with creating portals, I just need clarification on who would be able to see what in the Documents environment. I thought about the following simple setup for the portal: Portal Documents tab showing a single ...

   To reiterate to make sure I have this.  You have a drop down field that holds one, two or more pieces of equipment that is assigned to the customer.  When a piece of equipment is selected from the drop down, textboxes appear with values related to the piece of equipment.  These textboxes can be used to update and ...

Hi PeeWee, First off, thank you Kenneth for helping with this answer, I believe what you said is correct, however I will do my best to simplify this answer for PeeWee. Essentially, as Kenneth was suggesting, if you require a field to show up on a screen, which is actually a field from another table, you will have to use the "linked ...