Method Community

Trying to create a relationship between customer equipment table and activity table. I have tried doing  what was posted in the forum by anonymous. But the customer equipment is not in the drop-down box. 

Is there anyway to recover all of the default values in Method for tables, fields, etc?  I somehow have managed to mess up the 'convert lead to customer' process and have NO CLUE how I did so.  Any help would be greatly appreciated.

Yes we do have pro and fieldservice. this is my screenshot of the dropdown box.

Thanks Justin. With my account, I do not see "Tables/Fields" under Customize tab. I only see Integration Tools: Import/Export, Email Calendar Integration, Method, API, ect... Also, it seems this will only display "Last Completed", not last activity, which could be "In Progress". I am looking for last Activity ...

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 there, I got several problems, 1) I can see SalesRep table in table/field screen, but cannot see it in import/export screen. 2) I added a new dropdown field called "SalesRep" to Estimate table, somehow it turns grey. Now I cannot delete it. And in import/export screen, when I choose to export Estimate table, the new filed ...

A custom field I created - it is a dropdown menu

 I think i figured it out!!!   Keith

I've noticed some GPS tables now exist. Are these going to be used in future functionality? Are there any hidden/undeveloped/unreleased Method abilities that we can tinker with in the mean time? GPS data through the Mobile App would be incredible!

I am trying to import tables from our Method account that we began several years ago that is synching with QB Desktop to our new Method account that is synching with QB online. Let me begin by saying this has not been a pleasant experience. It is not an intuitive process, the instructions on the support page are not detailed enough to be helpful ...