Method Community

I've been successfully using the Method API to add lead data into the Customer table with one exception: the "Notes" field.  Even though the call returns a succesful response, the "Notes" data sent does not appear within the customers data on the dashboard.  Below is an example request made via SoapUI with the ...

Fantastic, thank you.

Hi, I am new with REPORT DESIGNER, and am currently struggling with the template customizations. Please help me with the following issue: - My transaction line (Estimate, Sales Order, Invoice, Credit Memo, etc.) is only showing the first line of information (Item, Description, Qty, Rate, Amount, etc.), and is not showing the full list of ...

Ben, I have found out why this is happening, if the estimate is set to wait for sync approval the retail pries are not pulled over from Quick books if this is unchecked and saved the prices pull over from QuickBooks. I thought all data was synchronized?  

Hi Suzanne, Have you checked to see if the Work Orders have already been invoiced.? In the Work Order List, there is a field called Invoice Type.  If this field is set to Invoiced, than Method will not create new invoices for those work orders.  I'm thinking this may be the cause. - Adam

Hi guys, What's likely happening is that you are making the screen changes in the August (stage) version of Method but viewing the portal in the July (live) version.  Any changes made in the stage version of a portal screen will not show to a customer viewing the live version of the portal until the August or stage version ...

Hi Andy, At this time, it is not possible to set SmarVault as the default option to load Documents to.  However, please refer to this forum thread where another User requested this same option a few months ago.  We have made a feature request to add this option to a future release.  Please keep an eye on the thread I gave the link ...

Hi Andy, Unfortunately you will have to regenerate the code after you have fixed the web form and copy and paste it into your website again. Let me know if this works! Jason

Hi, If you don't get the billing information after the Lead is converted I'm not sure how you can avoid entering the information again in some way.  However, very little information is needed to create a lead.  What I'm thinking is that when creating the lead you can create a second contact that is the Lead contact and ...

Hi Mike, Sorry for the late reply.  I'd suggest that on the screen load, to loop through the table that is used for your Province dropdown (I'm assuming Province table) and use a conditional statement to check the screen value for BillAddressState against the values in the table.  You can then put in actions to ...