Method Community

1/2/2014 12:36:34 AM Warning: Error in OpenConnectionBeginSession, HRESULT = -2147220478 (80040402); Unexpected error. Check the "qbsdklog.txt" file for possible additional information.; iContext=50 Good Morning and Happy new year, I am getting the above error after doing alot of QB house cleaning today.  I have rebuilt my data ...

Hi Stuart, Happy New Year.... Method is an awesome tool and great for the type of project you are embarking upon. You are on the right track using custom fields on your invoice lines.  this way QB can get the data and you can report on it...  But to bring in the othr attributes even from QB would require a custom reporting solution.. ...

Aloha Fran, Thanks for jumping in.  All the better.  I am relatively new to Method and fyi my background was 30 plus years designing and coding business applications for Digital Equipment's OpenVMS systems.  If I had known more about Method and the integration with Quickbooks I might have approached this slightly differently, ...

Hi Stuart, I have been following this thread between you and Greg...... Forgive me if I am coming in the middle, but Report Designer does have its challenges and I have been working with it for a bit.  It sounds like your setup is where Parent or Family is Customer and then ...

Just so I am sure to understand...it is because it is a mobile screen?  When I update my sticky note field in the desktop screen, it works as expected and only future occurences receive the new series update but not in the mobile screen.   I can probably come up with a way around it like updating just future occurances and ...

Thanks Ben. Ive done that, and they do appear on the calendar view. But when creating the new work order, I click on the "Assigned to" dropdown, the other techs dont appear. I'm trying to assign several techs to one work order. Am I doing something wrong?

Is it possible to change a customer to a lead? 

Hi James, As it stands, there are two field mechanisms that exist on the field order screen -- either you can have a field shared by a series, in which case every occurence has that updated (past, present, future), or you can update the field on an individual occurence and the field would be updated on just that one occurence. There is no ...

Hi Josh, You should be able to create new Users in Method that don't require sign-in capability.  I have attached a screenshot of what the user setup screen looks like, notice Step11 "User can Sign-In (counting towards paid licences)", make sure this is NOT checked.  This will allow you to create new users, but ...

How can I schedule work for techincians, when they are not users? Our project manager should be able to schedule work for several technicians, they do not need to log in. I cannot figure out how to make this work, can you help? Thanks!