Method Community

Wonderful! Thank you so much!!  I now would like to Export and Import the new tag information for my contacts, but I do not see that "contacts" is an option in the drop down menu of the Pick a Table step of exporting? Can you please explain how I would Export my current contact list so that I can edit thier tags in excel and ...

Hi.  The addresses in report designer are generated by a script.  You might need to modify this script a little bit.  If you click on the label for bill address you should be able to scroll down in the Property Grid window and find a section called Behaivior.  Within this there should be a property called Scrpts.  Expand ...

Hi Ben.  No problem.  If you go to the Customize tab, then the Tables / Fields tab link you'll see a table called Entity.  From here you need to add a new field for time zone.  Name the field and select Dropdown as the Field Type.  Click Add Field.  Chose the Create a new table. This new table will store the list ...

Thanks for the update - and the feature request. -Garrett

Jen,  Thank you for your post.  Method does not allow duplicate 'Tag' names for Entities and Contacts i.e. 'Client' in the Entity TagList would have to be added to Contact TagList different in a different format i.e. "Clientjen'. This is becuase both are seperate tables and duplicates cannot ...

Hello- In my PO's, Sales Orders and Invoices, I have the following: Bill To Address 1 Bill To Address 2 Bill To Address 3 Bill To Address 4 Bill To City, Bill To State   Bill To Postal Code. However, when there is actual data and there isn't any data in that field, it just shows up as a blank space, so it looks like ...

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? ...

Just a single '$' in the Default Currency Symbol field (Customize--> Display). QB Desktop Sales Order screenshot here - http://someimage.com/wRmq1pO

I imported a csv file into Method and cannot find them listed.  I imported into the Customer and Contact.

Hi Ben.  It sounds like you might already have a time zone field in your entity table.  If not you will need to add a drop down field to this table (This will still work if you've already added 2 fields to the vendor and customer tables but it's easier just to add one to the entity table). Once you have the field created ...