Method Community

Good day,  I’m working with the outlook plugin and trying to simplify my appointment process, it’s going ok but for some reason the drop down for "location format" does not give me any way to add a location or field to pull a location from? any updates or ideas on this?  Also, I’m creating work orders ...

If you look at the first post that was my origional question, I would like to print the invoices before they get syncronized, is this hard to costomized?

I figured it out, thanks...

I have two different invoice templates in QB.  One for a "to be printed" invoice that prints on a preprinted form and only prints the data.  It is called "Preprinted Invoice".   The other is for email invoices and prints our logo, address and all the data.  It is called "Invoice with ...

Sam... one question I have is how exactly do I do a modify import? I've prepared some test records to modify but I want to be clear on what I need to do to modify rather than overwrite the current record data. During the import process at the Validation step will it ask me if I want to modify existing records?

Sam... thanks for the reply. Yes basically what I need to do is merge a handful of data fields to actual Customer's not Customer Lead's in this case. The Customer Lead's are complete and require no merging of data from the legacy QB Customer Manager system. Based on your responses I think I have a handle on what needs to ...

i was using chrome and also tried firefox. I thought we were supposed to stay way clear of IE. Anyhow I get the same issue in IE. But I found my buttons but this is crazy strange by hiding the section the buttons were on the buttons appeared on my edit screen?!?! Not sure what is going on with that.

Hi Ben - Did you try using a different browser?  It's my understanding that Internet Explorer (in Windows) works best for designing screens.

So having some weird errors when trying to edit a screen I created. I have the standard buttons method gives me when automatically creating a screen when creating a new table. all of a sudden they stopped showing in my edit window, but are still showing when I view the screen. Its a pain as I need to add action steps to those buttons. I tried ...

Hi, I am trying to sync over my Customers table to my own database to allow faster/more complex searches than the API allows and I am running into a problem. How do I know the latest rows to fetch from Method? What I am currently trying to do is get all rows with TimeModifiedAccounting > max(TimeModifiedAccounting) in my local table. ...