Method Community

Hi Marcelo, I did confirm what you are saying from my own test account.  I am going to look into this further and I will post here when i have any updates.  As a workaround while this is being looked at, I found that if you create a new Customer with a Sales Rep first, sync this record to Quickbooks, you can then delete the ...

Method Team, Can a field data type on a screen be setup to be in html format?  If so, I am guessing it would launch you onto the site.  If not, is there another action I can use to link you to the site? Can you please explain how to setup either option or let me know it is not an option that is available to ...

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 ...