Method Community

Sandman Greg and Ben's ideas are great.   One of the first customizations I do for a client is to add the Portal Name and Password to the Contact screens. And to add a special screen using the Conatacts table, just to manage Portal User Names and Passwords.   Makes it much easier to manage the process and it gives you the ability to ...

Hi Francisco, Like the idea of what you are doing... Here are some thoughts: How is "remaining occupancy" setup.?  As a Item field in Method only or as an Item CustomField in QB?.    I assume that the Item would be something like "SuiteStays" with  "remaining occupancy" as a field to that ...

Mike, On the Loop through grid action - first screen - there is a "checked "rows only action...make sure its checked.

Scott, A Sales Rep has to exist as a Vendor or Employee or Other Name before you can assign it to being a Sales Rep. 

Hi Kwbgs, Most of the Solution Providers listed on the website can help.. but Mary Longacre comes to mind as I recall her dealing specifically with membership app.  I am sure she would be willing to help to talk with you.  Cookies, Candy, flowers, money are always helpful bribes! .  Good luck.

Ok Stuart.... one last thought for you to try...Iknow how frustrating it can be to not e able to move forward... in report designer, try using the contacts table as yur master table and see what detail tables are avvailabe.. as Greg mentioned earlier tables with relationships should show......   Mahalo.....  

Stuart, You are treading on dangerous ground hijacking CRM tables for your reporting purposes.  not worth the $15month charge difference.

Stuart, I did not want to imply that you can not add fields to QB tables, you can... That is the beauty of Method, What goes to QB syncs, what does not stays in Method.. But the Transaction table is a special QB table.  it is different than the rest. And that is why I caution about mucking with it.  Your idea of a special table for ...

Hi Stuart, Happy New Year.... Method is an awesome tool and great for the type of project you are embarking upon. You are on the right track using custom fields on your invoice lines.  this way QB can get the data and you can report on it...  But to bring in the othr attributes even from QB would require a custom reporting solution.. ...

Hi Stuart, I have been following this thread between you and Greg...... Forgive me if I am coming in the middle, but Report Designer does have its challenges and I have been working with it for a bit.  It sounds like your setup is where Parent or Family is Customer and then ...