Method Community

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 ...

I have a screen that was last edited on Aug 21, 2013. It suddenly stopped working today and the problem was due to the values in a drop down box disappearing. Step 4 of 6 for the dropdown was the following: Select Table: Customer Select Field: The "Select Field" value was blank. After I selected the appropriate field (the same one ...

I still have not been able to find a solution to this problem. Does anyone have any ideas?

I'd like some further clarification here, as there's also an ItemReceiptLineItem table. Each shipment that the company receives contains multiple products, with different batch numbers and expiry dates. When a shipment is received, items and quantities are entered in the sub-table in the "receive inventory" screens in ...

I would like to know more about the lifecycle of an action result. Been running into problems with action results being wiped out before we're able to use them in a conditional statement, calculation, etc... seems as though this is happening sporadically, surviving one time in an action set but not surviving in the next. When exactly does an ...

Hi Aaron, As I discussed over email, you have one seven digit reference number that is formatted like this ######-#. If this number was 123456-1, Method would calculate the next reference number as 1234562, not 123457. One solution is to change the seven digit reference number back to six digits. You may also be able to customize ...