Method Community

Hi Ben,  I appreciate your assistance with this!  The button is something that we originally had and after we worked with Kalvin on some customizing on the EditCustomer Screen we asked if there was a way to easily make the same additions to the EditLeads screen.  He told us that once we had everything he could make those ...

I want to add a custom field called "competition" to the additional information table under the leads tab. I have not been able to accomplish this simple task despite having watched the webinars. I can't find a table for lead or for additional information for that matter. I click on customize, tables/fields - then what should I click ...

You can save the contact information in the Activity.Comments field, or in your own custom fields, since theres no Contact record associated witht he Activity yet. You can also utilize the Method API. Here's a list of services available through our API. If you decide to go this route and require further assistance, post your questions on our ...

I have built a class with PHP using nusoap to connect to the Method API and it works great. I then used nusoap to build my own webservice which I can connect to and retreive information from. Just not with Method. I have found my way to the Web Service Test Evironment and tested the webservice that I set up. This is the url the test said it ...

Just what I needed!  Thank you very much.

BillRecordID is Foreign Key to the Bill table's primary key RecordID.    Vendor is a required field in the Bill table. To execute this you'll need a few separate calls and code to connect the returned datasets 1. Select api call to locate all Bills where vendor equals yourVendor. 2. Query returned dataset for list of ...

Okay, we have some bills synced with QB as examples. I found the line itmes in BillLineItem and am able to return the dataset with the API. However, the dataset returns all line items. How is the BillRecordID related to the bill or an individual Vendor? I need to be able to pull all bills related to a Vendor and diplay the line items through the ...

Hi Ryan Depending on your needs there are 2 different tables where this information is stored, BillLineItem and BillLineExpense.  Knowing which one depends on how you are using QuickBooks.

Ben, Glad to hear it works again! We implemented a fix today. Jason

Ben, This issue should be resolved. Can you try again and let us know if you have any more problems? Thanks!  Jason