Method Community

Hi, Can you help me understand the relationship between Method and Quickbooks, when you are using SmartVault? I was under the assumption that if I upload a document to Method docs, in a Customer record, that I would see it in the Customer record while in Quick Books. Is this not the case? Thanks for your help.

JWS, I am not sure the reason why you are getting the "Invalid Code" after your screen loads, is this a pop-up error message, screenshot?  Also do you have a screenshot of your SQL Override?  The example I gave above was done from one of my accounts this morning, so I know this should technically work in all accounts. ...

I get a “invalid code” message after the screen loads.   Also after I enter the code into SQL Overide. The Advanced button becomes read only. So I need to delete the column and enter it again.

Adam, Ben & Naeem, Thanks to all of you who are working to help us resolve this issue. I understand there will be a post soon to resolve our probelm so I wanted to restate our concern to be sure we're all on the same page. We employ Manufacturers Rep Firms for market our products. Each of our firms have several salespeople we need to ...

JWS, I just finished creating a couple examples of the code you would use in the HTML Override, here is a screenshot of my end result (don't judge my color choices!): Keep in mind, you need you are essentially using either HTML or CSS code in the SQL Override area to make use of colors, I have provided three examples below of ...

H the texello,    I found out how one can use values off of the screen.  It is using the Character Function and the Replace characters function.  I'll try to explain how it will work.       First, Take your SQL command and for the Screen.ClientName section, replace it with something you can ...

Hi swm023, Unfortunately, there is no screen for this table.  You can however, create a screen, base it off the ActivityInvoiceType table and design a screen to create some new options. Keep in mind that the stock FieldService_AddEditWorkOrder screen uses the original values in the ActivtyInvoiceType table for some of its functions. If ...

Hello Ben,    Can I confirm, you are using Retrieve Value From Table action with an Action Result that contains your search/SQL command?     I can look into getting values from screen as I am not sure myself.  I see you tried Screen.ClientName.    There is a webinar we have on SQL and Retrieve values that ...

Hi Chris, When using the Method ListBuilder feature, what you are doing is considered a relay through your mail server, Method is relaying your message through the smtp protocol.  We have found that some Service Providers by default block the ability to use this feature, also known as "Open Relay".  This could be the ...

I am trying to edit the Invoice Type drop down on my work order screen. I'd like to change the options and add some new ones. Where can this be done.?  I've been looking for a screen to edit but can't seem to find one . . .