Method Community

Hi Nebo, Sorry for the late reply on this.  In order to load the Contact name, add another field to the table.  This will be a linked field from the Contact table using the Name field from the Contacts table.  Then, go into your Contact dropdown on the screen, edit it, and go to step 4 of 6. See the screen below: Notice that you ...

I have a couple questions regarding data integrity when method transfers/receives data to/from quickbooks. 1) If a standard method table is altered via - adding new fields. Will this disturb the integration process ? 2) If a standard method table has a field properties (such as required/unique) changed, this will obviously not be copied by the ...

Thanks for the tip on using the import/export tool. I am able to export without any trouble, but when I try to import I am getting the following error. "Error:Failure. The API could not validate your log in. Please make sure you have entered the correct Company Account, User and Password, and that each are spelt correctly. Also, ensure that ...

Thanks for the detailed infromation Justin. One more questions. When adding a customer, the initial contact is created from the New Customer screen. It sounds like I need to add Student Number to the contact table, but how do I update that table/field from the New Customer screen when adding a customer (and therefore a contact) for the first ...

Hi Mark, I've recently become more familiar with the Vendor edit page, but I'm unfamiliar with the entity table.  Are you thinking that time zone is an existing field or drop down that comes standard for everyone, or are you thinking that I am going to need to define all of the states that exist within each time zone option? ...

Adam: We (Ben & I) need access to the Advanced Inventory functionality in Method ASAP. I have a client requirement with an immediate deadline. They need to do the following transactions/functionality in Method by the first week in December. Item Receipt Inventory Transfer Build Assembly Order Fulfilment This is an emergency ...

I want to add a customer attribute called "IsDormant" to represent current customers that are classified as dormant. Here's the problem: The Customer List screen is based on the Contacts table The Customer Edit screen is based on the Customer table Which table to I add the "IsDormant" field to? Both? If both, is one ...

[quote user="Method_Adam"]As for the Customer table and FullName field, can you try to regenerate the table?  You can do this by clicking Edit Fields for the Customer table, then clicking the button, Finish Editing Fields. Please let me know how that turns out.  If it doesn't work, a duplicate field may have gotten into the ...

Hey Rolf, Unfortunately, Method does not allow for the SQL DISTINCT keyword. Also, the value from row has to be the from the same field as the distinct option. Based on what you've told me, you might be able to get the result you want by embedding a second loop into the first loop. (First loop gets distinct customers, and the ...

I want to create a screen to set defaults for my services, can anyone guide me in the right direction? For example,we have a service called WEEKLY MAINTENANCE, it is a recurring service, to be invoiced type, starts april 15th, ends november 15th, renews every year, ect. I want to set all this info only once, so everytime I schelude this for a ...