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Hi WildlifeRemoval, Here are my results below, I am sorry I didn't get back to you last Friday, I was sick. First, I had to go to Customize->Tables/Fields, then I selected "Edit Fields.." for the "Transaction" table.  In the Transaction table I choose the option for "Add a Linked Field", I choose ...

I reviewed the videos and have set up a custom report in Method Custom report designer.  It’s a report using a grid that shows the invoices.  In the report designer I can preview the data and even have it colored coded.  I have saved the report and named it New_Invoice.  I can not locate this report it in Method.  ...

Hi John, Here's my answer. As the Screen was working fine with oct version and it is showing error in feb version, I would suggest that you regenerate your CASE and ACTIVITY table simply by going to Customize > Tables/Fields > then click on the Cases table first and click Finish Editing Fields. Again same process ...

so was importing a bunch of activities from old database when IE just hung and couldnt refresh or do anything. Ever since then I am unable to import anything and get the following error. I have tried IE, firefox and chrome and they all give the same error, also have deleted my cache on all the browsers, restarted my computer, logged off for 2 ...

Hello, I'm new to the Method community and I'm trying to do the following : I want to have a screen where I can input a vendor invoice. This invoice will then flow into QBO as a vendor Bill and The items on it will be linked to a Work Order. So that when I pull up that Work Order I'll find the items in the Materials list. I'm ...

 Hey Joe, Welcome to the forums!! Let's get these questions answered for you, we will start with creating a relationship between 2 tables. If you want to display information from 1 table on another table, you need to create a relationship between those 2 tables. In order to do this you can open up your contacts table, create a drop menu ...

Michael, Could you give me some more specifics about your Report? Is it based off of a stock report? What table is it based off of? What are the detail tables? What field specifically are you having an issue with? I'll see if I can replicate the issue. - Justin

FYI - Check out our Customization webinars, you'll need to download the GoToMeeting codec which is compatible with the Windows operating system. In particular the Getting started with Tables and Fields webinar will probably be the best one to watch first.

Hi Justin,   Thank you for your response the other day in the Forum.  I updated the tables as instructed, but I’m having issue of adding to the screen.  Which screen does the users table  show up in?   I checked the employee screen and cannot find it in there.  

I want to make an identical copy of my current method account on a new account. Same Quickbooks database, pages, tables, everything. I see how you can easly transfer the pages and tables however the data is where I am having trouble. We have been using method since 2010 so we have a lot of data.  I see under ...