Method Community

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

Mike, After looking further at your "Company Name 33" example, I have a better idea on what is happening here.  When you enter this Customer in Method, the record gets saved exactly as you wrote it from the "NewCustomer" screen.  However, as soon as this record gets synced with your QuickBooks account, the ...

This worked perfectly.  I have successfully deleted >5000 records and Method CRM and QBO are in perfect sync. Thanks! Jeff

Mike, Off-hand I can't really think of an easy way to do this.  I would think you could possibly save these values to shared action results for these 2 fields in the grid for the top item on a "Lose Focus" event.  Then do something like add a button so after you have filled these grid rows with new Line items, when you ...

Hi Dodom2, We generally only request to look into a Customer's Account if we feel it might be a direct Support issue on these forums, however from what you are describing, this seems more like a customization issue.  We do answer most customization questions here on the forums, however if we find something is too advanced, or ...