Method Community

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

Hi Andy, Do you even have a CustomerFullName field in your estimate table?  Is this a custom field? The Estimate.Customer field (which is what appears to be rendering) should be the same as the FullName field anyways. Wouldn't Estimate.Customer give you the same result? - Adam

Thanks Jason for your prompt response. I'm surprised this isn't a standard feature. Maybe most of your users don't have to scroll through long lead & customer lists. Hopefully your feature request will meet with a positive response. Thanks again Scott Drury Visualint

Lucas,  I should mention, click here for the first article of a series of five about the Outlook Plug-in.  Jason

Hi Lucas,  Glad you got it working! If you are continuing to run into issues, feel free to call our support line at 1-888-925-6238 (ext. 2). We would be happy to take a look! Jason