Method Community

Occasionally when I'm trying to insert a record into one of my tables, I'll get an error like this: Not all required fields are present. Required field MyFieldRef is not passed for the table MyTable However, I'm passing the same value to this call as to all of the OTHER calls where they succeed. Unfortunately, I haven't been able ...

Hi, I have many customizations that were made in Method that I absolutely love. However, the program is lacking tremendously in it's ability to produce nicely formatted pdfs of Invoices, Estimates and POS. Due to the nature of my business, I require the use of the text editor box to display the Descriptions of my Items. This looks ...

We are working on moving our data out of Method:Donor to a new system. We want to use the classic export tool  to export our customers, contacts and donations. But, we need to understand which tables to export and what fields will help us match our donations to the donor who made it. If that is not the best way to do that, ...

When trying to perform a MethodAPIActionSendToDesktopV2 operation, I'm receiving the following: <string><?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Couldn't make connection" ></MethodAPI></string> Seems to be happening on all tables I'm using it for. ...

Please can Method add GPS coordinates from the app, sooner than later? I see the fields are already present in some of the tables.  We are hoping to go paperless with our mobile staff by the spring and would love GPS logging capabilities. We've been looking at other field service apps and almost everyone else already has the ...

Does Method itself function the same regardless of whether you connect with QB Desktop or QB Online?  Do the Customizations and Report Designer work the same as well?  I understand there are many differences between Quickbooks Desktop and Quickbooks Online, and that a Method Account can not be converted to sync from one to the ...

I would like method to autogenerate unique account numbers for my customers, then sync those with the account number field in QuickBooks. I tried turning on the unique attribute for the accountnumber field in method.  It says that it is Disabled because it already contains records.  What are my options?  We are just setting up, so ...

Hi, this is Daniel with Sitecrafting, I have a question for you. We are trying to create a table via the API, but when I try to use the MethodAPICreateTableV2 call, it says "Failure. The User account specified does not have permissions to create tables. Set these permissions under Customize > Users" I just created a table in the ...

I'm trying to create a drop-down list based on a New Table of custom information. When I create that Drop-Down, the Field Type should be "Dropdown", shouldnt it? The system is calling the Field Type by the Table name, which makes no sense to me. I made a Dropdown list under Preferences>Tables/Fields>New Field, ...

Is this possible? I have searched the posts and there are hints that it might be possible but not much else. I am abler to update other fields in the same table using MethodAPIUpdateV2. I have two fully populated tables  I imported: tasks and tasklistid,. I added a dropdown field to tasks called tasklistid. It ...