Method Community

Jason, Thank you SO much!  I did not realize this.  It makes perfect sense now! Carol

Hi viret56, Sorry about the delay long/rough week. I've tried to query using (TxnDate >= '2013-09-23') AND (TxnDate <= '2013-09-29') and it works fine for me. There was an an update a few days ago....can you check if the problem still occurs? If it does send me an email with your account name, and table you are trying ...

Hi Thomas, I've moved this to the appropriate forum to be answered   Dave

Hi nsmith_piano Sorry about the delay...rough week... I'm not a python expert but is that the correct way to declare an array in python? Why don't you declare the array outside your call to form_fields = .... and then just pass the array?   Dave

When i enter a new cust and leave the sales rep box empty, the new cust wont synch with QB. We do not use sales rep

Hi there,    I've created actions for RecordID field. They are as follows: http://screencast.com/t/QbFaEpZr2 http://screencast.com/t/Hm73U5fZ You realize that I want to copy RecordID from bills table to be used as RefNumber on the bill itself. When I assign this action set to text change they dont work. When I assign them to ...

Hi Ben, Thank you very much for taking the time to look into this. The items are listed in a table called SalesOrderLine which is linked to SalesOrder. Our account is set up to have QB create sales order numbers and it seems that once a sales order number is created, we are not able to edit the custom fields. I created a test order as ...

Hi Christy, You can totally store your documents in Method, and even link them to customers, cases, opportunities, solutions, and more! Please see this article which is one of five about Method's Document Library. Through some customization, it is definitely possible to send your documents as attachments. In the Send ...

Sorry, they were in my spam folder.  I'll take a look and get back to you. - Adam

Hi, I never received any screens.  Can you send them again?  My email is: a.lyons@methodintegration.com - Adam