Method Community

I have edited the shortcut links in my original post, now they show both actions. What I'm trying to do is set up the record ID on invoices imported from third party software via API. I get the bills with line items, dates and everything imported via API, and I want to assign them a ref. number value on import. It could as well be RecordID ...

Hi, From the screens you posted earlier (they are both the same), you are taking the recordID field value and adding 0 to save it to an action result. A much better route to take would be to use the Assign value to action result or the Enter value into field on Screen. This of course is assuming that the record itself is already created.  In ...

The Estimate.CustomerFullName is a linked field to the Customer table. This was created at some point in the past, I'm not sure who by. And after exporting the table I can now see that that it replicates the Estimate.Customer field. Could this be the reason why the field doesn't display? Just for future reference.

I am attempting to do the same, and it's not working. I am building a process on the sales order page for order processing, and a custom grid filter to display orders ready to ship. Select the sales order, convert to invoice, all works as expected but I would like to have the sales order list grid refresh when the CreateInvoice popup is ...

I am having the exact same problem, most often with international orders. Here's the current process: Item ordered on our website Pulled into QB via ECC/Webgility connector as SalesOrder Sync to Method Unable to sync back Even when fields are manually cleared in Method, when attempting to sync back to the desktop, the empty fields are ...

I think this could be a issue in relation to new activitie screen. qbo>home>my crm preferences.  I set all the defaults and they dont save. going to this screen and i get this message, Action Sequence:1 There has been an error during the action process. john m

I tried what you said and its still there. I even filled out the defaults for activities and it still did not work.  

I've been attempting to convert sales orders to invoices from within Method and getting synchronization errors about the address being too long. I found a number of threads on this topic, none of which provided any answers as far as I could tell aside from "well, you're pretty much screwed". One idea that I had was to create a ...

I'll accept it, only if you tell me how? I tried what was logical to me....but all failed. And we must agree that there is no extensive and detailed documentation on MethodCRM.

Marcelo, No need for my previous workaround comment, there has been an update pushed to Method that has fixed this issue.  You should be good now to add new Customers with no Sales Rep from Method! -Ben