Method Community

For the additonal 2nd column Balance in the dropdown for Received From in the Receive Payment screen, is it possible to change the format of how it is displaying? Currently, it shows as 90.4500, for example. Or not because this is the field default? Thanks,

Hi krp, Thanks for letting me know, apologies for my misunderstanding early on. I do understand the question now, that you're looking for something that gives the foundational knowledge on customization, and really introduces you to the verbage and base concepts so that tcustomization becomes clearer. Our best resource for this is our video ...

James, Good to hear the converting issue is resolved. As for the dashboards, the dashboards for Cases, Activities and Leads were only released for the QuickBooks Online, and not QuickBooks desktop.  They are coming for desktop, they just haven't been released yet.  This is why you don't see them in your account. It actually says ...

Hi James, I got your email. I'll take a look and let you know what I find. - Adam

Naeem,    Thanks for the fast responce.  Both of the links you provided were very vague.  The first I have read and foud it to be a more general overview than what is needed to acctually produce a functional screen with multiple calls to tables and fields within tables, conditional staements and the like . More ...

Hi krp, Thanks for the message. I apologize for the frustrations -- we take a lot of pride in our customization, tryin gto make it as simple as possible, and I'm very sorry that it's been a bad experience for you so far. We don't have a tutorial per se, but I can direct you to our help center article series on customization ...

Adam, Thankyou for the assistance.  The table regeneration seems to have worked for several of the problem leads, except one.  But to answer your question as to what was going on and where, through the stock "convert to customer" button, we did not receive the error.  However, the leads were not actually converted ...

Hello, Does method have a beginers guide to customizing?  Everything I find in forums and help seems to assume the user has some previous knowledge regarding the syntax and calls as well as when and were to use them. Is the lack of documentation tied money?  I understand I can pay for custom work, but with a little ...

Hi Michael, Unfortunately you aren't doing anything incorrectly here, currently our PayPal implementation has only been setup for US Currency.  We are aware of this issue, and our development team is currently working on a solution for this.  I really can't give an ETA at this time when this will be updated, ...

Hi Josh, I am really sorry Josh, I seem to have overlooked your last post here.  Can you confirm if this Method User you created is Active?  You can do this by going to Customize-Users, and "edit" the Method User in question.  At the bottom left of Edit User pop-up screen, you should see a checkbox ...