Method Community

If I'm going to load a new database (with some fields that are calculated), is there any linking that I'll need to do?

I found where I can add/modify tables and fields.

These will be preventative maintenance items that we'll need to view from my client's home screen and from their customer portal screen.

There will be new tabs and a new report off of this separate database. There is no linking of the info with Quickbooks.

Any special linking to existing method screens that will be needed?

Hey Phillip,

As long as you have a field on the table for the information your importing, then I don’t see any problems that you would have.

Also make sure those fields exist on the Excel API. As long as you have all that in order, you should be fine.