Method Community

Adam, So, I guess that would be the same on all linked fields from QBO to Method. Thank you for your help. VLocke

Hi Vicki, Unfortunately no.  There is no way to change where the field links from QBO to Method. And even with a linked field from the Contacts table to the Customer table, changes have to be made to the Contacts table in order to save. Since the linked field would be on the Edit Customer screen, you will not be able to write to or save the ...

Adam, Thank you for your response.  I have added the field like your described above and I know it does work.  We wanted to link the website field from QBO to the customer website field in the Customer screens.  Is there away to do that? Thanks, VLocke

Hi Vicki, Sorry for the late reply.  I wouldn't use a linked field for this, since you won't be able to edit that data from the Edit Customer screen.  I would add a new Website field to the Customer table, then put actions in on the save and load events.  On the save, use an Update Field in Table action to update the ...

Perhaps I will proceed with the hidden pre-filtered grid concept to replicate the more advanced table queries. If at some point you offer a beta version or upgrade to the ability to define the SELECT query criteria for table loops, I would love to hear about it. Thanks. Charles

Hey Charles, I'm sorry the process has been so frustrating.  After doing some advanced testing I was able to replicate your scenario (thanks for the additional workflow details).  Unfortunately, at this time I am unable to provide you with a better workflow than you've noted above.  We ...

Hi Mike,  This has been fixed on the October version of Method. Let me know if you are still having any issues with it! Jason

Hi Nathan, Good news! This is fixed in the October version of Method. Let me know if you are still having issues.  Jason

Hi Nebo, Sorry for the late reply on this.  In order to load the Contact name, add another field to the table.  This will be a linked field from the Contact table using the Name field from the Contacts table.  Then, go into your Contact dropdown on the screen, edit it, and go to step 4 of 6. See the screen below: Notice that you ...

Hi Grif, In regards to your Method Customer Portal being Secure, we got you covered on this front.  If you look at your URL for your Contacts Portal, you should see the beginning starts with HTTPS, the "S" is the most important aspect of this abbreviation because it stands for secure.  From how I undetsand it, HTTP ...