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  • Adding new selections to existing dropdown

    I am trying to edit existing dropdowns to add selections to the existing list. I cannot seem to find the screen to add options. I've looked in the tables and tried to edit edit the fields but it doesn't give any options to add fields. It seems the only way to add fields is to delete the existing dropdown and add a new one. Is this the ...
    Posted to Method:Classic General Q&A (Forum) by David Byrd on 01-02-2013
  • Dropdown Table Field Data Artifacts

    I'm looking at table data and notice that for each Dropdown field in a table, there is a corresponding 'dropdown field name_RecordID' field as well. I've known this for a while now...but what I just now discovered is this - Should the referenced dropdown field ever get deleted from it's respective table, thereby severing ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 12-12-2012
  • Re: Customer/vendor/Employee/Other name already in use

    As a temporary measure, I tacked on "Lead" to the end of the Lead entry that was one part of the duplicate entry and that wppears to have worked. Thank you. However, it would be preferable for me to try to figure this out myself instead of waiting, but there was no way for me to do so. Nothing to check/test, ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 11-27-2012
  • Re: Basic Customization question

    Ive been through most of the customization webinars.  I am attempting to use the information i aquired from the webinars, but it does not seem to work as described. Since you have gotten it to work using the same approach that I used, maybe you could confirm what settings you used in the "set field" command. ...
    Posted to Method:Classic General Q&A (Forum) by andrew on 11-26-2012
  • Re: Auto Data Cleanup?

    Hi BlakeC [quote user="Blake C"]Is there some sort of auto data cleanup task Method has that goes through tables and deletes records that look a certain way?[/quote] There is no auto data cleanup with Method but what you might be running into is the transaction history setting.  By default we're syncing data for 31 days so if ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 11-08-2012
  • Re: Going 'live' with new account

    Chad, Thanks again for all your help on this. I have to admit I was somewhat hesitant at first to use this approach, thinking it would be hard to keep track of all the tables, ect.  However, after your input and doing some of my own testing, I have to say the Method team has done a great job of this process. What I've found is if you ...
    Posted to Method:Classic General Q&A (Forum) by Rolf on 10-05-2012
  • Simple SQL call

    Hello, I am trying to do this very simple SQL call through through the API: SELECT table1.col1, table1.col2, table2.col1 FROM table1 INNER JOIN table2 ON table1.col5 = table2.col5 WHERE table1.col4='something' I am finding this rather difficult, so I tried to create a custom table in Method which links these two tables for me, ...
    Posted to Method:API Q&A (Forum) by Dominic Riccetti on 09-22-2012
  • Report Designer Sub Detail Lines

    All, I have been working on expanding our estimate system to include a sub table for the estimate lines.  The idea behind the table is that we have a service item that might have several individual quotes that would role up into one line of the esitmate.  In order to track and keep that information directly tied to the esitmate but to ...
    Posted to Method:Classic General Q&A (Forum) by SMcGovern on 08-21-2012
  • Learning Curve

    I really like Method and the functionality that it has.  I think it is the right level of functionality but yet practical but we are really struggling with learning it and all of its capabilities.  I have listened to a couple of the webinars, been to the help center, looked at the documents, been on the Forums.  Can you share with ...
    Posted to Method:Classic General Q&A (Forum) by Lewie5 on 08-14-2012
  • Re: ARRefundCreditCard Sync Issues

    Ok – there is definitely something weird going on between those two tables. Let me describe the process: 1)      Issue an Insert to Table “ARRefundCreditCard” – Response is successful. 2)      Extract the RecordID from the response for later ...
    Posted to Method:API Q&A (Forum) by nick_warren on 08-04-2012
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