Search results by user ID 6165

Re: Is there any db schema documentation?

kenlyle — Tue, 21 Jan 2014 00:44:27 GMT

Hey Aaron,

The team I was on had a lot of the same questions and issues.

Keep in mind that the schema is largely the schema from Quickbooks, not something that the Method guys created to be cruel.

There are some online resources from Quickbooks related companies : http://doc.qodbc.com/qodbc/Qodbc_20_us.html

Along those lines, if you can insert records in QB Desktop using ODBC or QB Online via the IPP, you could assume that the sync engine would pick them up. Could that work for you?

Re: Add IsSMS checkbox field to all Phones

kenlyle — Wed, 18 Dec 2013 02:53:04 GMT

Thanks, Naeem!

So there are 4 custom Yes/No fields on Entity, the IsSMS* fields. IsSMSPhone, IsSMSAltPhone, IsSMSMobile and the composite, IsSMSAny.

Maybe I should just campaign for a new Action..."Logical OR", which takes a list of fields as input, and adjusts a target field with the result on any update to those fields.

Is there an Action which lets me set a linked field which may or may not be on screen, say during update of an IsSMS field on a Contact record?

Also, setting IsSMSAny to True based on any IsSMS seems easier than unsetting it should the last checked field be unchecked.

I am still not sure how to get this done, and am very interested in detailed ideas.

Re: Add IsSMS checkbox field to all Phones

kenlyle — Tue, 17 Dec 2013 19:29:39 GMT

Ok, Now...in my Grids, I want to put a little Composite Flag to indicate that we do have at least one SMS number for that Customer or Contact.

I see some SQL Overrides, but they are mostly just simple HTML to concatenate fields.

How would I write "Show this checkbox as true if any of these 3 chackboxes is true for this entity"? ...I see some Advanced CASE logic like:

'' + ISNULL(viewContacts.Phone,'') + '' + '' + (CASE WHEN viewContacts.AltPhone IS NULL OR viewContacts.AltPhone='' THEN '' ELSE ' ' + viewContacts.AltPhone END) + '' + (CASE WHEN viewContacts.Mobile IS NULL OR viewContacts.Mobile='' THEN '' ELSE ' ' + viewContacts.Mobile END) but I don't know the syntax for IS TRUE...or 'OR'.

Maybe Conditional based on Value from Row?

Thanks!

Re: Add IsSMS checkbox field to all Phones

kenlyle — Tue, 17 Dec 2013 18:41:49 GMT

EDIT: Per http://method.me/cs/forums/t/5181.aspx I see that modding Entity is an accepted, perhaps even bast practice. I'll leave the original post for anyone else who may have the same question or concern.

---Below, the original post:

Thanks!

I was reading http://method.me/cs/forums/t/454.aspx - at some point, Entity may have been unmodifiable(?) - I am a bit nervous about modifying a "special" table.

But, since I do want this behavior to apply to Contacts, Customers, and probably even Vendors...is this the way to go? Otherwise, I would have to add these three fields to as many as 3 tables that I mentioned?

Then these fields would have to be added to the Contacts, etc. based screens and grids as linked fields?

Just checking that there aren't negative implications...

Best,

Ken

Re: Placing fields in the customizing screen

kenlyle — Mon, 09 Dec 2013 18:39:16 GMT

Hey Ben,

I hope that it's not out of line, and apologies in advance....but it would be great if you guys did cross-browser testing and, preferably made it work, but, alternatively, popped some kind of notice when an attempted action is unsupported?

Some could interpret the current situation as lack of care by Method...possibly...

Re: Placing fields in the customizing screen

kenlyle — Mon, 09 Dec 2013 16:47:03 GMT

Is there any update on this, or has the issue perhaps resurfaced?

I had issues today trying to drag and drop fields in Chrome. Can you guys maybe do browser agent detection, and push some kind of notice about what might not work?

Thanks for any updates.

Best,

Ken

Re: Add IsSMS checkbox field to all Phones

kenlyle — Tue, 26 Nov 2013 08:16:26 GMT

Ok, I think I have figured out the workaround...I just need to make multiple fields, one per phone type, assuming, I guess, that each Entity has only one Mobile number, etc., like:

IsSMSMobile, IsSMSPhone, IsSMSAltPhone, etc.? And put these adjacent to the related field on my screens?

Re: Add IsSMS checkbox field to all Phones

kenlyle — Tue, 26 Nov 2013 01:28:09 GMT

Thanks, Naeem.

It looks like a near miss.

Here is why: In Entity, I see a bunch of fields, which are things/data attached to an "Entity".

The problem is that both AltPhone and Phone are in there, as well as any other custom phone fields there may be.

A single IsSMS field is not going to cover it, because the idea is to indicate for EACH phone numbe whether that particular number, is, in fact, SMS capable.

Is there some other way of accomplishing this?

Thanks!

Complex Queries for a Report

kenlyle — Mon, 25 Nov 2013 01:16:55 GMT

I am being asked for a "Customer" report including:

Alternate contacts (email addresses) List
Monthly fee Invoicing/subscription date - A complex query/join to the InvoiceLines table? Pseudocode maybe like: DayofMonth(Max(TxnDate)) where InvoiceLine like "*Monthly*Fee*"
Items Owned - A list of items from a custom table.
Sign up date - Probably the minimum invoice date for the customer. Can I also use conversion date?
Open cases/closed cases

The lists should probably be comma separated lists, so that they can display on one line. Or maybe they can be sub-reports, like in Access?

Any advice is appreciated.

Thanks!

Add IsSMS checkbox field to all Phones

kenlyle — Sun, 24 Nov 2013 01:09:52 GMT

I am trying to, as globally as possible, Add an "IsSMS" checkbox field to all Phone Numbers displayed and stored in Method.

I hope it's perfectly clear...the idea is to be able to flag phone numbers which can receive SMS messages.

I am not sure what all the entities are, even, but I beileve I was told that there is a programmatic "class", perhaps a phone number class, which can be abstracted, OOP-like? But there are no Google results for searching OOP or abstraction, for example, OOP site:methodintegration.com.

It would be particularly swell if this additional property/field only had to be added in a single place...I am thinking that if phone numbers are normalized into a single table in Method like it used to be in SugarCRM, that this might be possible. It would also be nice if the new property displayed automatically on screens with phones, but it shouldn't be a huge deal to place the field.

Thanks in advance for any guidance.