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Solution: Repurpose Company.CompanyType.  Its 255 characters that are not used by us in Method or Quickbooks.  Since Company is always available in Report Designer, just before generating a report, I update Company.Company with resultReportfilter where RecordID = 1. Then I put Company.CompanyType on the report.  Bingo. I ...

Sure - basically, salespeople need to assemble a list of records to call.  On any given day they will want to call on records that had invoiced two weeks ago.  Another day they may want to look at invoices from last week.  I have gone so far as to copy the report screen (new name  RT_CustomerReports).  I removed the main ...

Is there a way to upper case a value on a screen, such as a state code?  Upper() is not in the character function list.  Thanks.

Hi Retrotel, First off, sorry for missing your reply in the post I think you are referring to. It's answered now. If you think we may have missed a reply in a forum post, feel free to "bump" that post by posting a comment in it, it will jump back to the top of list. Here at Method we're quite busy these days, including an ...

Hi Retrotel, Sorry for the delay in my reply. Filters can be applied by the screen or the Report Designer, it depends on how you want to filter the report. One limitation with the Report Desinger is that it cannot filter based off of values on the screen that is generating it, only by values in the database. So for example if you wanted ...

We've been using Method for about 6 weeks.  First issue I posted on the forum received a prompt reply.  Since then, however, nothing.  I called tech support but was forwarded to voicemail - yes, voicemail.  The reason for choosing Method was integration and support.  I am hoping this is a glitch and the timing is ...

Hi John, I would suggest you to call in to our Support so that we can have a look into that and try to help you with that. -Inder

I am glad it's working for you.  -Inder

new changes sync works only.  

I got it to work and this is what I did. 1. Removed the Salesrep field from the case table 2. I did what you toled me to do on regenerating the tables. Everytihing works now.