Method Community

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Hi Vicki, I'm a bit confused by this statement "I have added fields that are in QB but are not linked by the QB interface".  Are these QB custom fields?  If so they should be available in Method. If they are Method only fields, there would be no way to put them into QB. If you have fields that are both in the Contacts ...

I am looking to make changes between the Customer Edit screen and the Contacts screen - as the change are made in one screen they flow to the opposite screen.  The information is coming from two different tables.  Some of the fields are linked via QB but I have added fields that are in QB but are not linked by the QB interface. ...

Hi, This is all really dependant on where the QuickBooks file is.  If you have both files on the same server, the sync engine will load and connect to the appropriate account.  If you have two Right Networks servers, each with a file, then you'll need to have the sync engine installed on both servers. - Adam

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate Fixed (#1008) - Addressed issue of duplicate items when creating Sales Order that contain group items. (QBD) Sales Order Create Invoice Fixed (#1008) - Addressed ...

Hello,     You wouldn't be able to modify the value from an email template you send to customers.  The fields on a template are merge fields.  You can retrieve the data from the database for the templates, but you can not send data back.  What you can do is give the user a link to the portal and have them log in ...

Hi Shaya, I created a case and reached out to you. When you have a chance, please give us a call at 1-888-925-6238 x2 so we can look into this with you. - Adam

James - Glad you found that helpful, I had a bit of a laugh with your post because I had a similar reaction when I found out about this feature too.  Quite a useful feature, as you said, you can email it to yourself as well.  I agree it would be nice if the Action details were included, however at least from a glance you might be ...

Wow.  "Show Summary" is an awesome feature.  I just sent myself a few screen summaries for local reference of custom actions.  I only wish there was a way to get the same for action properties...like all the details for a given "insert record into table" action, for example.  I currently use tons ...

Hi Nebo, You are correct, the LeadName field doesn't show up in the Customers or Contacts tables, if you seeing this value from the New/Edit Lead Screens, note that this is only a label, not the actual fieldname stored in the table.  I am not sure how familiar you are at this point doing customization in Method, but I can give you a ...