Method Community

If I want to get data from Transaction and Bill Line Item tables how do I join and get a dataset ? I also wantto know how to add a date filter to  the report so that user can select a date range and this date range to be part of the data selection criteria?   Thanks 

Hi Lynnette, If QuickBooks opens a table up to us in their SDK, then Method has it too.  You'll find all tables pertaining to your account by clicking Customize > Tables/Fields.  'Undeposited Funds' does not have its own table since it is just an asset account in the Accounts table. Regards,

Hi James, This is set on the Go To Tab Link action on the button itself.  -Michael 

Hi, We’re in the process of finally going live with Method, and have a significant  number of highly customized screens and tables.  I understand the recommended way to do this is with  a new account and copying the customized screens to it.  I’ve played with that a bit, and am looking for some feedback on my ...

Shane, What table are you trying to import into? In my Method account I went to Customize>>>Tables / Fields and looked into the Customer table - the table you should be importing into. EntityType is not listed as a required field the user has to specify because it is automatically taken care of for you.

Hi Mark, Try performing a Full Sync in Method by opening the Sync Engine and going to Synchronize > Full Synchronization. Also try going Customize > Tables / Fields and click Edit Fields... for the Sales Order table and then Finished Editing Fields. -Michael

Sam, Thanks for you efforts on this issue.  I got it to work by doing my own distinct value test using a conditional within the loop. Rolf

Devon, Came up with an intersting workaround to get direct page URL's in "New" Method. Added "ShortURL" field to data tables. (Estimate, Invoice, etc.) When saving an item (Estimate, Invoice, etc.) I am creating a ShortURL in a Save actionset. I only populate if the field is blank. This allows me to call a short URL, ...

Hey Greg,  So I was pretty stoked when I learned about the screen editor, but unfortunately this doesn't fix my main problem. Pretty neat tool though. I need to add the "other 1" field, along with some others, to the estimate and invoice "line items" as columns. The information in these fields is specifc to each ...

Hi Amanda, I did watch the webinar. I'm not sure it applies directly.  When I tried to follow the direct line, only 1 lead, who is already a customer came up. Here's what I put together: Sections are Report Header; Page Header; Group Header 1: Customer, Opp Stage, Phone # and Desc; Detail: Assign To, ...