Method Community

Method Team, Can you direct a Custom Web Form to be saved into a specific SmartVault folder versus into a table?  The folder the form will be saved to would need to be different for each form, so for every time.  So maybe we could tie the folder name to the applicant's information we are requesting in the web form.  I know we ...

Alex, Why would you want several Products on one Sales Order Line? Is your "Product" similar to an Item? What's the relationship there? Why not just use an Item, which syncs to QuickBooks? - Justin

Hi Justin, Got it about Vender/Entity relationship.  regarding my inventory system. We try to use "items" like in QB. It works like, for example in a Sales Order: 1. We create a Table "MyProduct", each record row defines one of product in inventory system.  2. In a Sales Order screen, we try to link ...

Alex, The Entity table contains all the information that the Customer and Vendor tables do. All Customers, Vendors, Employees and OtherNames are considered Entities by QuickBooks and reside in the Entity table. The Customer, Vendor, Employee and OtherName tables are actually ...

Thanks, Justin. It seems that "Vender" table has no any link connected to "Entity" table, is there anything been done automatically to connect them both? I'm asking is if I can use the same configuration for my use case. I'm building an inventory system, and every product in this system need to be associated with ...

Hi Eliza, Unfortunately, there's no way to accomplish this through the Gadget. The only way to batch-add emails to Method would be to import them using our Import / Export tool. You would have to enter the information into a CSV file in Excel (cut & paste the body of the emails in) and import it through there. - Justin

Hello,  We use Gmail for our email platform and are able to sync our emails with Method per email. Is there a way to upload our emails in mass to method instead of one at a time? Thanks!

Appears to be fixed. Thank you!

That will work - thanks again Justin, appreciate it. Mike

Hi Mike, There unfortunately isn't a diagram or summary available to detail the relationships between tables in Method or QuickBooks. You can see a relationship on a table in Method by clicking Edit Fields... for a table on the Customize > Tables / Fields screen and looking at the "Dropdown" type fields. ...