Method Community

H to showello Mike,    The Entity table is the base for Customers, Contacts, Vendors and Employee.  The issue is that an inheritance exists between the parent Entity table and it's children that is not controlled in the interface.  Messing with the Entity table can be tricky.  I would recommend putting the TagList ...

Hi Wildliferemoval, I did some work with your request in my own account this afternoon, I believe I have figured out a way for you to hide your Inactive Estimates.  Unfortunately, I have run out of time to complete my instrutions on how you can do this.  I will respond to this forum thread tomorrow with my explanation then. -Ben

I have been reading several post on tables, fields,screens and report designer. I am starting to under stand it but still not sure how to add a drop down box in workorder add/edit from customer equipment and have it show up on the printed workorder in report designer or have the customer equipment added in the field column on the right. This is ...

We are trying to find an easy work around for adding hyperlinks to the "Job Name" field. Just copying and pasting a website URL will only leave the text in the job name but no link. Adding html coding <a href=""></a> does not fix this issue. Any help or information on this issue would be greatly appreciated.

Hi JWS, Finally got it! There's only one way I can think of doing this. You could set up another field in the InvoiceLine table called "user" that defaults to, say, "everyone". Then, create seperate list items for any item you want multiple prices for ... i.e create "Service Call" for $5, "Service Call ...

Hello MindyMcCasland and welcome to the Method Forums, I believe there would be a couple of ways to do this, I will do my best to give you some of these possibilities.  Would I be correct to assume that you are technically looking to filter out the last invoice created for each Customer?  If this is the case, I can think ...

Hi JWS, Thanks for the message. Just wanted to let you know I'm working on figuring out a way to do this, and I'll get back to you once I've got it.

Hi JoAnne, Just checking in if you still needed help with this? If you just wanted to export a list of shipping addresses, you can use the import/export tool. Go into your customize tab and hit "integration tools", then "import/export tool". You can export the customer or contacts table and include the shipping address field.

Hi JWS, We have a great blog post on setting up Method User permissions, I believe you will find your answers there.  Please go through this blog post, if you are still having issues/questions, just post back here. -Ben

Hi John, I just did a quick test in my own account for the February version, I created a case and had no error messages.   Two questions for you, are you still getting this error and if so, have you tried regenerating your 'Cases' table?  If this still doesn't work, do you mind if I run a quick test in your account using ...