Method:Classic General Q&A

Re: Bill Email Field Not Populating on QBO

Method_Audisho — Tue, 09 Jun 2015 19:03:04 GMT

Hi pgarofano,

Customization is not covered by our support team except here on the forums. If you would like to setup a paid session with a member of our professional services team, you can contact your account manager or post back and I’ll have your account manager reach out to you to discuss this.

Alternatively, we have posted some customization webinars in our Help Center that may help you get started. There’s also a customization subsection that you can locate on the left hand side for more information.

I hope this helps.

-Audisho

Re: Bill Email Field Not Populating on QBO

pgarofano — Tue, 09 Jun 2015 18:19:36 GMT

I really appreciate you getting back to me so soon, but I am having a hard time following your directions. Is there any way we can set up a time and you can go over this mith me on the phone or Go To Meeting?

Re: Bill Email Field Not Populating on QBO

Method_Audisho — Tue, 09 Jun 2015 15:02:01 GMT

Hi pgarofano,

You can find the BillEmail field in the Estimate table and it does sync with QBO. This means that once the estimate has posted to QBO, the BillEmail field is populated with the data generated by QBO. All you need to do is add this field to the estimates screen to display it.

If you would like to have this field populate automatically in Method when you select a customer prior to it posting to QBO, as the rest of the billing info is populated, you will need to add some additional logic to the screen. You will add this logic to the butCalculateAddresses button in the Address section. This button contains all the logic for populating the address information on the screen.

You only need to add a couple of actions here.

- A Retrieve Value From Table action for retrieving the Email from the Customer table.

- An Enter Value Into Field On Screen action for entering the retrieved value into the BillEmail field that you added to the screen.

It’s fairly easy to determine where these actions need to go by looking through the entire action set. Just place them along side the other retrieve bill address and enter bill address actions.

I hope this helps.

-Audisho

Bill Email Field Not Populating on QBO

pgarofano — Tue, 09 Jun 2015 12:03:10 GMT

How do you add the BillEmail field to the Estimate screen and auto-populate it when selecting a Customer on QBO?

Thanks.