Method Community

I am sure this is covered in a recorded webinar. I have a custom drop-down field named QuickBooks Version and I use it on the Customer Screen, Additional Info tab.

I originally created it with the help of Method tech support and now I need to add new drop-down lists items (other years version of QuickBooks), can can't see to find it.

Any help appreciated.

Laura Madeira

laura@quick-training.com

Hey Laura,

If you look in your screen list, you should see a screen that is named after your dropdown, you should be able to add more items from that screen.

If you don't have a screen with those values, you will need to create one.
To do this go to the screens tab section and create a new screen based off the table your dropdown is pointed to. Make sure to add buttons to the screen to add or delete records.

Ryan, I can see the list with the values, but simply cannot add a new drop-down value. Is there a way you can view my database for this?

Hey Laura,

If you look in your screen list, you should see a screen that is named after your dropdown, you should be able to add more items from that screen.

If you don't have a screen with those values, you will need to create one.

To do this go to the screens tab section and create a new screen based off the table your dropdown is pointed to. Make sure to add buttons to the screen to add or delete records.

Ryan,

Thank you, those few instructions got me there! We had 7 of us in a Method Study Group last Monday and all of could not figure it out! Thank you for your reply today, I should have turned to the forum alot sooner!

Laura,

If I may add in one final suggestion.  Take advantage of using the MSP forum available exclusively for MSP's.  There are certain perks, details of which were outlined in the webinar I conducted a couple of weeks ago.   

Danny, thank you I have bookmarked that MSP group.