Method Community

Hi VLocke, Generally we would look at the Quickbooks API guide to first give us an idea of what fields/tables Method has access to (and what type of access).  I have provided a link here to this page, however this might not give you all the information you require.  Before I can answer your specific question, I need to verify ...

Hi, From the sounds of it, there just looks to be some confusion when setting this up.  I think while removing, deleting and recreating portal screens something was lost.  I've created new portals in both versions without issue.  None of the individual screen customizations would have had an effect. If you can replicate any of ...

I am having trouble viewing my entire Method screen.  I am using Firefox as my browser.  I have been using Firefox as my browser and did having problems in the past.  Maybe something has changed.  Sometimes I can see my scroll bar and sometimes I can't.  When I can see my scroll bar it will not go all the way to the ...

When opening a subaccount (new contact) from a parent screen, I have a series of actions in the "Advanced..." button (ie. on screen load) that populate the address details of the subaccount with the adress of the parent. Note that this "New Contact" screen is based on the Customer table. Anyway, the actions are all in this ...

Thank you LaCrews and Method team for your suggestion. We will dig deeper as we begin building the new website.

Our client has just noticed a small problem. Although the activity has a contact in the contact field it appears that the link to the lead is not complete until manually selecting the contact dropdown and clicking the contact name again. We only noticed as the new lead had no activities until carrying out this action.

I am finally able to get everything to work properly now. I had to switch back to the July version, redid the grid, put in the filter for the entity record and had to put in another filter to filter out the internal files using IsForInternalUse Equals No to hide the internal customer files. Thank you for your help, but you may want to look ...

Was playing around with this a little more and deleted my custom contacts portal and went back to the factory settings and the home tab works correctly in my test portal. I then went back into method contacts portal, right clicked and customize. Had to create a new screen. Once opened I clicked publish and save without making any changes. ...

I updated to the August version and logged into method. Went to customize, screens tab and deleted my custom contactsPortal_Home 2 because I wanted to start over from the beginning. After the delete, I did a refresh and created a new custom ContactsPortal_Home(2) page. Went to the customize page, created a new section called Your Documents and ...

I am trying to determine if the "Location" field in QBO is available in Method.  I have looked on screens and in tables to no avail.  Can you tell me the best way to determine this for this situation and for other fields in the future?  Thank you in advance.