Method Community

Your instructions say: In Method, click Customize > Users. Click Edit next to the user you wish to enable permissions for to use the API. Click Next until you hit “Step 5 of 7”. Make sure that the check box for “This user is allowed to connect to Method API” is checked. Also, if the user is setup on specific ...

I am working with a client to import data extracted from their current CRM (Maximizer).  The 'Import/Export' section under 'Integration Tools' appears to contain the "right" tools.  However, I have a few questions... Which Method tables contain bits of information related to CRM?  It appears obvious that ...

[quote user="kdellaripa"]Why would that be?[/quote] I suspect you need to open the invoice table and click Finished Editing Fields.  If you made a change to a table and didn't click that button the table doesn't regenerage properly and can cause problems like this.  This may also fix the lookup problem from your ...

The following updates are now live for users of Method.  Fixed issue with pushing new tables & fields when publishing an App (Ticket AS-1314)   Fixed issue preventing users from opening Donation Preferences & Donor Pages (Ticket AS-1297, AS-1198)  Fixed issue preventing users from editing the portal navigation ...

Hi Everyone! Here are this week’s updates to Method:Beta. It’s a long list! :) Calendar appointments — You’re now able to move, resize and create appointments directly in the calendar just by clicking and dragging (QB Desktop — mobile coming soon) Activities app — It now takes full ...

I created two separate tables that were automatically converted in to screen.  They should have been in one screen.  Any way to mrege them? Also wondering how to copy a field that cAn be inserted into another section.   Your help would be appreciated.

Hi Method, I tried to add three custome fields in QuickBooks (v14 Enterprise Desktop) then synchronize with Method. I now can see those fields listed in several item line tables  (PO, SO, Invoice, Credit Memo), however, I can not see them in BillLineItem and VendorCreditLineItem.  Do I have to setup something in QBs to make it ...

Hi LaCrews, That is correct, whatever tables you allow in step 8 of setting up a user are the tables they can interact with via the API. Dave

Hi Method, Not sure if my question is ok in this forum or in General Q&A, I put it here first since it is about WebAPI. 1. In my Purchase Order Screen, when I insert an POLineItem, I customize its behavior, so it will insert two extra records to my other tables in addition to new record to PurchaseOrderLine. (That is, there are three ...

When writing a report in report writer- how do I pull information from two different master tables? Right now when I do it, the first master table information that I made no longer comes up. My second question is- Is there a way to get it to export into excel where it doesn't look so messy? By messy I mean having so many merged fields, some ...