Method Community

Charles, Glad I could help!  :) - Adam

Hey Ben, I was not able to reproduce the issue you were having. The only thing I can think of is that you may have hidden the section in the Screen Editor by clicking Hide/Show, pictured below.  If that does not help, you may want to try creating a new screen based on that table. You may need to speak with a Consultant if you ...

Hi! We are trying to create a new process to track specific projects and their progress, and have the customer be able to login to their Method portal and see the current status of their order.  Kind of like when you order a pizza online, and you can login in and see the delivery status (ordered -> pizza being built -> ...

Please check to see if the Method Integration Engine is up and running and your Quickbooks file is open. If the sync engine is working, the customer you are deleting may have transactions associated with it. If customers have previous transactions, QuickBooks will not allow Method to delete them. If you check QuickBook -> Resolve ...

Hey Sam, The refresh arrow at the bottom did not work. Previously deleted customers are still there....I heard that there is a syncing issue. Is that the case?   -M

Adam, this was exactly what I was looking for. I ended up having to create new fields linked to the item table, along with the PO data. Thank you for your help on this. Best, Charles

Hi, I'm retrieving summary data from the InvoiceLine table by using the retrieve from table command, with search criteria specified in an action result, and then using the sum and count options for the rresults.  This retrieves the correct  values, but I would also like to know the number of distinct customers involved in these ...

Looks like it works already. Wonderful Method.... thanks

Hey mmiller, After you delete a customer, you must refresh the grid on the Customers and Contacts screen before you will see the changes. To refresh click on the circular arrow in the bottom right corner of the grid. Method caches screens to make them quicker to open, but will sometimes require that you refresh grids or tabs to ...

Is it possible to have a user upload a picture then have that picture show on a screen? Basically I need to link an upload location in method to the picture field. thanks Ben