Method Community

OK, for some reason, they are now appearing in QB, but I have no idea why. All I did this morning was re-run the status calculator for each staff account in the grid. Not all staff accounts had values in the status field on Friday, or this morning, but the ones with missing values appear to have values now. Very strange 

Hi Parker, As LaCrews suggested you will need to create a custom bridge between Magento and Method, that whenever something of interest on the magento side happens interacts with the api to update method and vice -versa  The method api documentation is available at ...

Hi Brian Marum, I'm gonna move this to the appropriate forum to be addressed Dave

Only staff accounts are assigned a status, so the status field is not populated for Main Accounts, or for "parent" accounts. Whether or not a status shows up in QB for staff accounts appears to be random. For example, for 2 staff accounts under the same parent, one has a status in QB and the other doesn't. Both have ...

I want to add a custom grid in the contacts portal to display customer documents like it shows up under the customers tab/documents tab. I have been working on this for 2 days now with no success. What I want my customer to see when they log in: Document name and Document attachment. I only what them to have access to their files with an ...

Hi there, I'm building a small addition to our app which will facilitate multiple shipping address options for a given Sales Order. I have a separate, popup screen for selecting the shipping addresses associated with a given Customer, as identified on the Sales Order. The trouble is I can't seem to pass the Shared Result, which is being ...

Our accounting department are thinking about moving our quickbooks data from desktop to the online version. We are currently using method with the desktop version. Is it an easy transition to move method to the online version of Quickbooks? thanks

Greetings, 1. Do you have Schedual and invoicing? I do and i can change all my work orders to completed with one button click.  Re configure the button on that screen to accpet all activities and you would be set. 2. The other option is to create a simple grid from the activities table and make the grid so you can edit it. ...

I have about 230 activities assigned to a salesperson from the beinning of June through the end of August that are currently marked as "not started" that I need marked as "completed". Is there a way for me to acomplish this in one fell swoop? Or will I need to go through one at a time and mark them as complete?

Jason, I think I was able to do this correctly, after the initial add, I can't get the screen to show both criteria at the same time like you have above, but I think the second part is still there as I have the "remove Where" option, but no "And Where" option.  However, when I run the actions, it is returning the same ...