Method Community

Thank you for the suggestions. I did what you suggested but the version number was not showing up in my grid. I think that this might be due to the fact that many of our customers have more than one registration record associated with them. We have customers that go back a number of years who have purchased multiple copies and so they might have 5 ...

 Jason L, Sorry to keep you waiting...it's been kinda a manic Monday....anyway... It sounds like you've added an extra field for recordid to table B, and have made it required. So it should be part of your insert list. Extending my example from above  string[ arrInsertFieldsArray = new string[ { "ArAccount", ...

I linked the tables but is not working for me, not showing the info. I am working in the Customer screen in the Field Service Center , in the Activities and work orders tab, I added the ActivityAssignedTo field but nothing is showing. I also want to be able to show the number of visits for the recurring series. What am I doing wrong?

Hi JKM@SA, To do this you will need to add a drop down field to your table by going Customize > Tables / Fields and clicking Edit Fields... on the table you want to add a drop down field to . Drop downs can be created based on unique field in other tables. -Michael

Seems like you know exactly what you want, however from what you've described your best bet would probably be to use Method for all the customization. QuickBooks is not too customizable and if you choose to use it for the Accounting portion I'm not sure you would be able to get what you're looking for, i.e. custom Method fields sent to ...

That was the original failing case. The field in Table B that is linked to Table A's record ID cannot be written if I write a new row to table A and then pull the record ID from that new row. It appears that Table B does not know that the record ID for the new row is valid, and so balks at my insert. For example (using brief pseudo ...

Good catch! It's on the roadmap as our development team is looking into implementing this into Method.  No suggestions on any areas to tinker/tweak at the moment! But I'll speak to our development team and see if I am able to gather any information for us and pass it along. Thanks! -- Morty

I have looked at this a bit but I am confused. In your first suggestion, I was adding a Dropdown for the RecordID, and adding the version number as a linked field. In your latest suggestion, it looks like the version number is now being done via a Dropdown instead of a linked field. The version numbers in my Registrations section are entered in a ...

I finally got this to work. I needed to add a linked field along with the drop down, then not pass any parameters to the insert call dealing with the linked field. I was counting on the dropdown to hold Table A's record ID, but I had to add an actual linked field to the record ID, and then it worked. Thanks for the help.

Hi Roger, [quote user="roger"]Which Method tables contain bits of information related to CRM?  It appears obvious that the 'Contacts' and 'Customer' tables are involved (setting the 'IsLeadStatusOnly' field to 'TRUE') but are there other tables (LeadSource, Opportunity, etc.)[/quote] The only other ...