Method Community

I created a grid on the sales order page with drop downs threw out the grid. When I create a new sales order and enter things into the grid and hit save. It not only saves the current grid on the screen, it also saves other sales orders the same way. For example: We sell storage sheds. We normally collect a list of names/employees who have ...

Hi there again, it’s Adam from the Support Team. Today, I’m going to talk about Sharing. Now I don’t mean the sharing you were taught in school, like sharing your Halloween candy. You should always share your Halloween candy - especially with me! The sharing I’m talking about relates to how you share your Customers, ...

Perfect. That's what I was looking for. Thanks man. 'ppreciate it! I thouht they were all designed to sync

Hi Lance, Try a basic sync test by adding a fake customer directly in QB and cconfirm the change makes it's way to Method as expected. Follow up by modify info for the same customer (e.g. phone) on the Method side and confirm this made it's way to QB. Assuming the above works, the issue you are experiencing could be that you are adding a ...

My Method account is integrated with QuickBooks Enterprise 2013. When I add a new contact to a customer account in Method, the contact doesn't flow over to QB. Does anyone know why?I've ran the full sync and received now errors. I saved the contact to trigger Method Push. Still nothing. When I add an additional contact in QB it popps up in ...

Hey Charles, I may still need to probe you for a little more information before we can fully troubleshoot your scenario but here is what I was able to gather: Trying to iterate through a table using Select (which is built into the loop action) but not getting the desired results Cannot use linked table values when defining the ...

Hello Fellow Method Users, We had a user ask how hard it would be to get the Documents grid to display on the Vendor Screen, similar to how the Documents tab would get displayed on the Edit Customer Screen.  I figured this might be a good topic to add to the forums because this could be beneficial to any Method users that require Documents ...

Hey Nelson, My apologies, I believe I may have confused you by not specifying the type of query I was referring to. UPDATE queries are not an issue as far as I can tell. The issue presents itself when I'm trying to loop through a table with the Method equivalent of a SELECT query. To further the issue, I cannot seem to use linked table ...

Hey fgdonovan, MethodCRM is the perfect solution for the needs you have listed in the post above. We do not recommend the storage of any credit card information within Method's database as it is not PCI Compliant. That being said, we are currently working on releasing credit card authorization tokens which will enable us ...

Hey grdmunoz, In order to set the default number of rows in a grid to a value greater than 10 you will have to customize the screen. Workflow: Create a copy of the screen Select the properties of the grid you want to change (I modified the contacts grid) In the first dialog screen for the selected grid; change the Number of Rows to ...