Method Community

Hello, Would anyone like to share how to link a table in MS Access using the API? I wanted to pull in the data from a series of tables and data for only one account so that I can build a complex custom report. Thanks,

Hi Dana, Sorry for the late reply. It appears this got missed. Any new leads that are created in the web form should be found in your Leads tab in Method. When you filled out the form were there any errors? - Adam

I want to add the customer's email address to the invoice header, what field am I looking for??

Hi Marcelo, Sorry for the late reply. You certainly can. Just understand that this is only available in Method and does not sync to QuickBooks. If you click on the Customers and Contacts grid, you can show this field already. Just click update to show it.  You can also edit this grid to show it permanently and also customize the ...

Things seem to be working. again, I didn't do anything different.

That's good to hear Jthat you were able to solve the problem.  You can always share the solution if you believe it will help other forum readers. If you notice anything else with the February version, let us know. - Greg

Hi gbghartley, I just wanted to first apologize on the delay in responding to this forum thread you created.  I have to actually set this up in my account in order to give you the correct answers to your 2 questions.  I will be doing my best to do this today, and should be able to respond here before the end of the day. -Ben

Hi Mike, I suggest using a grid so that you can see the results of the update.  Either way you filter the grid, you'll be looping though the Customer table, because that's where you'll want to change the values. If you wish to filter the grid to show only parents, then you could do that.  This will actually only take one ...

Hello Afrodite,    Try regenerating the tables.  Go to Customize -> Tables/Fields and select the Customer table.  Click Finished Editing Fields to perform the regeneration.  You can try the same thing on the Contacts table and Entity table. I found the tip on another post on the issue here.   Give us a call on ...

Hi Jack, Sorry, I didn't realize there were additional actions that may have overwrote this. The reason for this is because the "From Name" field is automatically populated with User's full name when the template is selected.  There are a number of ways to go about changing this, it just really depends on your ...