Method Community

Hi VLocke, This can be done fairly easily, the simplest way would be to simply replace the contacts grid on your Customer and Contacts List screen with a detached grid based off the Customer table.  You can then setup your new Customer grid so it appears similar to the original Contacts grid.  If you still want to see your ...

We have a pricing table that needs to be displayed to all of our Method Users but we wish to limit the updates and additions to only one person.  Unfortunately, it appears that to be able to do updates and additions, we need to have the updatable fields loaded onto the grid for the screen page.  Even though we can select "Hide" ...

I found my mistake.  I had not changed the "SOAPAction" to MethodAPITableListVs.  That is why I was getting a response with MethodAPISelect_XMLV2Response tags. Problem solved.

To prevent quote errors and to make the "Total Fee" column stand out from the other fee columns we need to display on screen in our pricing table, is it possible to bold the data displayed in this one field column?  In the "Customization" / "Screen" / "Field" / "Edit" / ...

We have a web app running which connects through the MethodAPI, retrieves data, disconnects, processes the data, then repeats.  I am using PHP, XML and cURL.   Now I am working on another web app to simply retrieve a list of tables using MethodAPITableListV2.  I get a failure response: "Failure. The API could not ...

Hi wildlife, The reason your invoice template can't send through the activity screen is because the fields in the invoice don't correspond to the activity screen's mail merge fields. You can learn more about the mail merge here. The only fields you can plug in to the template are fields that are accessible in that screen -- in a ...

No it dosnt and I have activiated the method support user so you can log into the account to see whats going on. Company name is Wildliferemoval The only template that seams to work on the activity send email page is the method overdue ballance template.

Hi v.cameron,   For a discussion of supportsadd/seupports edit I'm gonna point you to an older foum post. http://method.me/cs/forums/t/3622.aspx Contacts do not exist in Quickbooks. Customers as you know are entities and do exist in QB. They are related via the entityref field of the contacts table. A customer can have many ...

Hi Adam, Thanks for your response. That's exactly what I did. I read through the help center and forums to see if there was a way to import the vcf file directly. As you stated and I found out, there's not so I saved the vcf files to my Outlook contacts folder. Then when I opened the contact file and clicked on the Add to Method button, I ...

Hi Scott, If you import the contact into your Outlook program, you can then add the contact to Method through the plug-in.  Unfortunately, there's no way to the .vcf file directly to Method. You'll first need to add the contact to Outlook, then add them to Method. Hope this helps, - Adam