Method Community

Adam, I went back into the New Method account and played with the reports some more and now it's working.  I cannot tell what I did different but it is working now.  Thanks.

Adam, The report appears to me to be saved.  I went through the save process you descirpted in the first paragraph.  I can see the report name on the list in the new Method account.  I can pull the report up in the new Method account from the Report Designer.  But the error message is telling me differently. I am attempting ...

I am trying to transfer a report from one Method account to another Method account.  I have opened both Method accounts on the same computer.  Downloaded the Method Report Designer - opened the Method Report Designer from the original Method account, I can see the report I am looking form and can pull it up in the Report Designer ...

I am using a standard field "e-mail" from the customer table - it is listed as an available field in the work order screen.  I moved the field into the screen.  The field is showing up on the screen.  When I am testing a  work order enter with a customer I have made sure has and e-mail addressed enter.  The ...

I have moved the e-mail standard field onto the work order screen.  There is an e-mail address in the customer file I an testing, but the data is not showing up in the e-mail field on the work order.  I have done this for other fields and the data shows up.  I am not sure what else I should check.  I have not added any filters ...

Method will let you make an entry into the custom field and move to the next custom field and you can make and entry.  At this point everything appears to be working, the data is in the field on the screen.  But if you go to update the field or save the invoice the data disappears and it does not move into QuickBooks.  I hope this ...

The Group Items lines are showing up just fine now.  But I am having another problem that I did not test for before.  Now the custom fields that I added for the client to use with the group items does not save when the save the invoice and the data entered does not stay in the field when you update the invoice.  This was working ...

If I choose to use the first option of adding a sort field to the table - have you used that with group items?  The client uses group items and in one template they need the detail printed and in another template they just print the group item name.  So I am wondering if this would make it a complex piece to figure out.  If they did ...

I appreciate you giving me another option, and that might be exactly what I need in another situation.  I maybe missing something here but I can't see how changing the sort order would allow me to insert a new row in a specific place.  It looks like it would allow me to order by Record ID or Item ID, etc. but still not my choosen ...

I can see how to insert a row and where you can specify how many rows to add.  It automatically adds the new row to the next open row below.  Is there a way to insert the row above the row your curser is currently on?