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Is there anyway to recover all of the default values in Method for tables, fields, etc? I somehow have managed to mess up the 'convert lead to customer' process and have NO CLUE how I did so. Any help would be greatly appreciated.
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Rather than a SalesRep initial, I want to use a new field called PreferredName I added for each Rep (via Employee). I want to see this in a column on the Customer Contacts grid (I'm customizing it). I couldn't modify how the SalesRep dropdown was linked to Customer, so I had to first remove it...
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How do I know what the main table for a screen is (other than if I happen to recognized the fields from the field list)?
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I created a new table, added a new drop down field and chose to pull data from an existing table that I have already used in other screens. When I select the table I want, all I see is Record ID, I dont see any of the other fields no matter which existing table I choose. If I edit a screen and add a...
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Can I import aweber form data into Method via the Leads tables? or where should I send them which table is the correct one. If not what the best way to approach the issue.
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For any Opportunity that I create, I designate an ID , a Formal name , and a nickname . I can put the Formal name in the existing Name field on the Opportunites table. I want to create a field to capture the ID and the nickname. I know how to edit the table and add the fields, but I cannot figure out...
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I am trying to create a grid that has the Item, Quantity, and Rate fields from the InvoiceLine table. The 4th field that I need to include in this grid is the RefNumber from the Invoice table. I have already created my grid based off of the InvoiceLine table that has the first 3 fields (this grid is...
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Hi method, I was creating an estimate today and noticed that the default tax choice is sales tax item. The problem with that is we have multiple tax items in Texas for each customer, so we have to create what are called Sales Tax Groups in Quickbooks. So, I was wanting to customize the estimate screen...
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I know I've done this before, because I have it working on a few different screens, but I can't seem to get it working for some reason. I created a new table "CallCodes" I added a Text field called "CallCodes" I created a new screen called "CallCodes" and I added...
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I have created dropdown lists in my tables and they have had a 25 item limit for the list. I really need a larger list of items. I know the Customer list is a much longer list I can access from a drop down. My question is how do I create a list like the customer list and then access it from a drop down...
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