Method Community

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

After syncing with Quickbooks I have been doing some editing/removing some of the customers from our database. When I try to delete the customer using the "more actions" tab under the "additional info" tab, I go back to the main customer list and the customer shows up as if I did not delete it. When I click on the "go ...

Hey Kenneth, The Location Field in Outlook doesn't map to an actual Customer address in Method because Activities are based off of Contacts, not Customers. If you look at the New Activity screen in Method you'll understand what I'm referring to, and also notice that there are no address fields to. You can keep doing what ...

So am creating some portals for users to login to access info and if I log in I want to show some extra tags if its me an administrator. On the tab links screen I can assign roles that can see certain tags I just have administrator set for the tags I need but any portal user is still able to see those tags. I am missunderstanding this ...