Method Community

Hello again!  If you are looking at adding an extra detail table when you’re creating a report from scratch, the report pulls from the relationship with the table you originally based the report on.  So, you’d need to have all the dropdowns already created in the table you’re basing the report on first, then you can access them when ...

Bryan, In both the Invoice and Estimate tables there are the fields IsToPrint  and IsToBeEmailed. These fields determine whether an invoice or estimate should be emailed or printed through QuickBooks.  On the current standard invoice screen the To be emailed and To be printed checkboxes are synced with QuickBooks. -Michael  

Hey Glenn, It sounds like your looking to create a relationship between the 2 tables. I wrote a post about this awhile back, take a look at the link below. http://www.methodintegration.com/cs/forums/p/381/1191.aspx#1191 Let me know if you have more questions about this topic.

Hi Melissa,  The fields that you are looking for must be available in the correct table. If you take a look in the Field List in the Report Designer, you can see which tables the report is based off of. In my example below, the report is based off the Estimate and EstimateLine table. If you expand these options, you will see the ...

All tables above are Method tables Expanding further, I see the following QB/Method connections (from the QB) Customers table: CompanyName (QB Table) = CompanyName (Customer Table) = CompanyName (Contacts Table) Name (QB Table) = Company Name (Customer Table) + Name (Customer Table) = FullName ...

Everything mentioned can be done through customization, except the automatic handling of the document as attaching a document to a solution requires events to take place (manual button clicks by a user) and going through a wizard. To include a document link in the solution, you can manually access the customer record and copy ...

[quote user="KieranD"]Do you have advice for implementing process? [/quote] My advice is similar to Smoyhee's above.  It sounds like you need to build a project contact relationship database.  The table would look something like this... Project Contacts RecordID |  ContactID | ...

mrjobboy, [quote user="mrjonboy"]I have an Employment table that I originally created with the field 'Age 16'. I have since changed that to 'US Legal'. it is a simple check box for yes or no (actually a radio button on the website that provides the value into Method). [/quote] Can you go to customize>>>tables / ...

Also, for clarification, We are able to do other MethodAPI calls on the table, just not insert. We can call method to get all the fields for the table, but Iwe still get the error when trying to insert a record. Thanks for the help, Bryan

Thank you for the replies. I have an Employment table that I originally created with the field 'Age 16'. I have since changed that to 'US Legal'. it is a simple check box for yes or no (actually a radio button on the website that provides the value into Method). My web-to-applicant form does not show that field anymore in the form ...