Method Community

Hi Joe, "1) If a standard method table is altered via - adding new fields. Will this disturb the integration process ?" -No probelm . Add new fields to your heart's content.  They won't go into QuickBooks, but Method was built with this in mind. "2) If a standard method table has a field properties (such as ...

In our second Community Webinar, Valbon Shabani will introduce you to tables & fields in Method. This webinar will focus around defining the different types of tables and fields and creating new tables and fields for use in Method. So how do you join and participate in the webinar?  Simply follow the directions listed ...

Hi, The tables listed under the attached option are tables that reference the table that the screen is created off of. As an example if I selected the Activity table as the main table for the screen the attached tables that i would be able to select are any tables that have a drop down that reference the Activity table (ActivityJobItems is ...

Hi jsautel, Linking field data from one table to another is done using linked fields. You have the option of adding these to your tables located under Customize > Tables / Fields by selecting the Edit Fields… button next to the desired table. A linked field can be added to retrieve the data from any field on a related table ...

[quote user="Fred Augustine"]Is there anyway to recover all of the default values in Method for tables, fields, etc?[/quote] You can recover screens since the original screens can't be modified but tables and fields can be so you can't reset a table to the default settings.  If you have no data inside your account we can do ...

When linking user-created tables in Method it should be exactly the same way as linking QB linked tables.  This of course is assuming that you are trying to create a drop-down list on a table (or creating a relationship). If I am off track with what you are trying to do, let me know what is happening right now for you.  What steps you ...

I have a question about retrieving information from multiple tables with multiple entries all linked to one customer and reporting it in Excel. Situation:  We are a Medical Device company and each Customer has Separate CONTACTS; SURGEONS; DEVICE INFO. Customer Table with basic customer info.  (Name; Address; Rep; etc.) A Contacts ...

Hello Wavetec, Sorry for the late reply. You can definitely achieve what you just mentioned above. If your tables are correctly linked, you can create a report based on Customer table and in Detail table option you can add Contacs and Surgeons. But if you are not getting the desired result, can you provide me some details on how you ...

Hi Marcelo,  You can do this by adding a linked field from the Entity table into the Activity table. Go to Customize>Tables/Fields and click on Edit Fields... for the Activity table. Click the radio button called Add a Linked Field. If you cannot see your table in the Link Using: field you may need to establish a ...

[quote user="Blake C"]Is this possible? Can I send in filter criteria for multiple tables in a report?[/quote] No.  Through the Generate Report action you can only filter on one table but you do have access to add a Where clause.  What you might be able to do is filter jobitems on the detail report level? And if you needed ...