Method Community

Hi Mario, Each transaction is stored in its own table. Invoices are stored in the Invoice table, sales orders are stored in the SalesOrder table, estimates are stores in the Estimate table etc. Additionally, the line items for these transactions are stored in their own table since the transaction to line item relationship is one to many. There ...

Audisho, Thanks for the quick response.  I have looked this over a bit and I've run into a potential roadblock.  I wanted to export transactions so I could see what kind of information is captured as well as the field names, but I can't find a table that I can either export transactions from or to.  Am I missing ...

Hi Mario, This is certainly doable however, I don’t know that I would recommend it. Once you have all of this non-posted data in Method, you’ll need to be very careful when making changes to keep this data separate. When importing your customers, I would not recommend importing them as leads. Some of these customers will already ...

History: Our organization has been using SalesForce as their CRM for some time.  They have also been using QB Desktop for a long time; however, a few years ago, the previous accountant found it necessary to start a new QB file, thus losing the connection between the data in the previous QB file and the current QB file.  The old data ...

Hi Audisho, It actually happends in Chrome and FireFox, after refreshing cache and clear cookies, still happens. It once works well, then just happened yesterday. My solution is to copy this screen to another one. then it works without error message in new screen. -- alex

[quote user="mholden"] ok.  watched the videos.  very helpful! however, i am not seeing my report in the report section.  I created a report on the "entity" table.  Should i be able to see that under leads and customers?  since there is no lead or customer table i don't know how to get my report ...

Hi Alex, One of our partners recently ran into this issue. Here is what resolved it. [quote user="Matt"]If that doesn't work, check the names of your sections. I just had this happen and it turns out that one of my sections got renamed when copying the screen and one of the screen load actions called another action that shows or ...

i built this report with the contact table and it seems to be ok. thanks!

Hi, I customize "PurchaseOrders OpenPOs" screen to buill Bill. Today, I received an error message "An unexpected error occurred while processing the results in your browser. If this issue persists please contact your method administrator.". Is there anything I should check for this kind of error? Thanks. Alex

ok.  watched the videos.  very helpful! however, i am not seeing my report in the report section.  I created a report on the "entity" table.  Should i be able to see that under leads and customers?  since there is no lead or customer table i don't know how to get my report to show up under these ...