Method Community

I created a custom grid on the sales order screen. The info in the grid is inserted to be specific to that sales order. Problem is when I hit save it changes every sales order ever created to match what I just entered. Why doesn't it save to that open sales order instead of changing other sales orders not open.

Yes, the Addr1-5 fields are special - there are operations happening in QuickBooks to re-arrange the data.  If you put data in Method, it will send it to QuickBooks, but then QuickBooks will re-arrange it and update Method to change the info.  It is a major pain. Have you checked to see if the address you put in the BillAddr1 field has ...

Hi Charles, We have a beta version of the sync engine that has the ability to sync with some Advanced Inventory features.  If you email support@methodintegration.com, we can provide you the link and instructions on setting up the beta sync engine. As for Advanced Pricing, I haven't heard anything regarding this yet.  I'll have ...

Adam, I am getting copies of the emails sent to me, so I'm not questioning whether they are being sent out or not.  The problem is they are being sent to my customers spam folders.  For whatever reason when they are sent from Method to a first time customer/lead, more often than not, they end up in the customers spam/junk box. ...

I can duplicate this at will. It goes like this (in all examples below, assume additional fields for valid strCompanyAccount, strLogin and strPassword, also assume that my actual code syntax is correct with all proper quotes and so on): I use MethodAPIInsert to insert a record into the Customer table, with the following field/values: Name ...

Thanks I had missed that the strSessionId parameter was required.  The documentation states "If you know the unique current SessionID of a signed in user, you can pass this instead of strPassword", which makes it sound like an optional parameter, whereas in fact it has to be passed always, at least as an empty string. I added ...

I can't get the mobile portal to work properly. I've taken it back to the original screens and tabs but I'm getting a 'referenceError: Can't find variable: WebForm_initCallbackAddField' message on every page. any suggestions please?

Hi, I'm having a problem with detail from the description box and items not being transferred into a work order which though previously is part of a series, on editing is no longer (becomes a work order outside of the series). I'm losing fairly crucial operational data when this happens - how do I avoid the loss?

Hi David, I don't believe there are any settings you need to change. I'd try a test email to confirm, but if you are receiving them, I don't think the issue lies there. The default actions (for both the Invoice and Estimate screens) place the logged in user's email address into the BCC field if it is blank on the template. ...

It is no secret that video is a proven and effective way to communicate with current and potential customers, so I was excited to attend Space Camp, an information-packed video marketing conference put on by Vidyard.   The one-day conference consisted of a lineup of impressive speakers, awesome networking, amazing food, and even ...