Method Community

Be, I've seen this happen when there is a sync error involving a duplicate customer. Try going to the resolve conflicts screen and clear up an customer conflicts and then try it again.

Hi Ben,         The field services table is where the records are based that were trying to open within the "assets" tab under the customers name. We like to track what equipment our clients have in their business so we can trace warranties and so on. So this is what I would like to happen.  1.) Search ...

Method Team, The website field in QBO is linked to the Contacts "Website" field in Method.  I want the Website field in QBO to be linked to the customer website field in Method.  I have linked the Contacts table field "Website" to the Customer table.  I have added the "website" field onto the ...

Thanks Adam. Just for my own personal reference, would you happen to know WHICH tables I can start looking at? Best, Charles

Hi Charles,  Unfortunately, no there isn't any documentation at this time. Your best option is to find the fields by clicking on Edit fields for the table (Customize > Edit Fields) and going through the list. - Adam

Hello, I have no idea why I'm having this problem since I've done it several times for different screens, but I am trying to create a drop down in  a new screen that is based on the customer table/list.  When I go to choose the field, the only option is the 'record id' field.  I haven't had any problems doing ...

Hi Mike, Sorry for the late reply.  It sounds like the screen isn't loading correctly.  Are you still having this issue today?  Does the screen just timeout and error or does it eventually load if you leave it long enough. Adam

Hi Devan, This likely wouldn't happen because of any Method updates or changes.  I have seen this happen in the past when screens have been deleted incorrectly, but I would have to take a quick look at your account to confirm this is the case.  If you want me to do this, please email me either through the forums, or at ...

Jeff, Glad to hear it! -Ben

I am about to import many contact logs (The equivalent to Method Activitites) into Method and I would like to know the correct table and required fields to use.  Any help would be appreciated.   Thanks!   Jeff