Method Community

Hey Jason, That's what I had assumed, but does not always seem to be the case. For example, I have an action set that loops through the invoice table. Pulls a few values by associating RecordID with the action result for the RecordID of the current row for table updates. Various character functions are in place to convert the ...

Hi Charles,  Action results can only be used within the same object/field in which they are created. You can create one in an action set, and it should be available in subsequent actions of that action set. Shared results however can be retrieved anywhere else in Method, including different fields/objects and different ...

Also Customer table has a un ique field FullName and it is marked as a unique in method. However when I try to add it as a column for dropdown, there is only recordID.

Any update on this? Perhaps a workaround solution? I'm stuck too long on this and it kind of blocks my whole customization. At first I whought that CompanyName is not unique because of duplicate entries we have created by importing invoices via API and converting Customers from leads. However if the Company have 2 contacts then it will ...

Hi furrywombat, Is this quickbooks report or a method report? Quickbooks reports you wipe the GeneratedDate and then invoke me of the sync methods (MethodAPIActionSendToDesktop, MethodAPIActionSendToDesktopV2) to generate the report....see http://www.methodintegration.com/cs/forums/t/3009.aspx Method reports get generated on demand....e.g. ...

Hi Antibodyverify, I think the best way to go about this is to utilize the Customer:Job distiction in QuickBooks and Method.  This way all of the universities would be the "main" customer, with each individual contact or department as a job. The setup would look like this UniversityName:Department. As you input a lead, you can ...

Hi dbornet, I think you're a little confused....the function signatures on the V2-less functions are not the same as the v2 functions...so if you do not pass the right parameters correct behaviour will not happen. I'll give C# examples below, I write my reponses to a label. MethodAPITableList string XMLToReturn = ""; ...

Hey Method folks, My question is regarding the Lead to Customer transition. Basically, we do a lot of work with very large universities with tons of different contacts and different departments. The problem is that all these leads we are gathering are starting to overlap “customer names” (they are all from the same ...

Hi Mike, I first have to apologize, I somehow must have overlooked your previous post, giving more information on this issue, I am truly sorry.  However, after some of my own testing I did replicate this issue, I noticed this for other custom fields, but if you were to change these same fields in QuickBooks, it does sync over to ...

I have a customer portal & a new lead page on my website & I try to explain which one each person should use and I am not being very sucessfull. Customers already in my date base will fill out what is in effect a new lead.  This will add a duplicate customer & dulicate email address to the database. I would like to let them ...