Method Community

Hi Adam, Any updates on weather Bills can be posted to QBO with the new intuit API? Thank you,

Innovative - I really can't give any recommendation on what mail servers will allow you to send bulk SMTP emails greater than 300 per day.  I would advise you google this to see what options are out there, as a quick search I found this link, it gives a list of some email providers and what their outgoing SMTP stipulations are. ...

Hi swm023, Matt, thanks for your help in this thread.   Swm023, from what you described in your last post if you want the CompanyName to change to your Lead Name, then you should put this action in on the Lose Focus action for CompanyName.  If you do this, it means that as soon as your cursor leaves the Company Name Field (meaning ...

I sitll can't seem to get it to work. Should I enter the actions on the leadname or companyname field? (I want companyname to automatically change to leadname). I tried using a lose focus action on leadname that got the value from screen and made companyname the same as leadname. I also tried using a gain focus action on the companyname field ...

If you are getting the "..." button, it means yu put the actions in the 'On Button Click' event. You probably want the actions in the 'lose focus' event. That way the actions will run when you tab out of the field.

clarification:  leadname and customername are the fields i want to copy into the compnayname field

on my new lead and new cusotmers screens, how can i make it so when lead/customer is entered that information automatically shows up in the company name field? this seems like a real simple customiztion but when i edit the field and create an action that retrieves the value from the screen for the customer/lead field and update the company field ...

Hi, I'm trying to generate a report using an advanced script filter but keep getting an error. I'm using the SalesOrder table and filtering fields Customer_RecordID and ShipDate. Here is what I'm assigning to an action result: Customer_RecordID IN (100,101,102,103) AND ShipDate BETWEEN 'Dec-01-2013' AND ...

i need clarification on these instructions: "With the recent enhancement of the List Builder tool, you will now need to import another field named AssignedTo which should hold the value of your Method user name for each contact record you want to import." does this mean the csv file i am trying to import i need to add another column ...

Hi Ken, I assure you we do as much multi-browser testing as we can, sometimes issues just come up unexpectedly.  As I said above, this issue was fixed in the past, something recent seems to have caused it to show up again.  Please also keep in mind that this doesn't happen with every user that uses IE or Chrome, only a ...