Method Community

When I first tried, it was not, but I just tried again with the QB file open, and made sure to do a sync before trying again.  Still no lines showing up for billing.

That took care of it. Thanks!!

Do activities entered using the Method html pages sync back to Outlook (usin the Outlook Integration app) or do activities only sync from Outlook to the method html pages?  i.e. is the sync bidirectional?  I don't see the activities syncing from the web to outlook, but I wanted to make sure this was as designed.

Thanks Ben, for the helpful reply. 

client reports that the issue is still not resolved

[quote user="dottie"]Is there a way to customize, so that Method generates it's own particular job# when a new job is entered under a customer?[/quote] If you don't care what number they are given then you can simply use a field like RecordID from the customer table since this field will never duplicate.   If you want ...

pdirect, Have you tried a full sync (Method may have preformed one since this post was posted)? If not from the Method Integration engine on your desktop go Synchronize > Full Synchronization. -Michael

So far so good!  Thank you for helping with this issue.

Greetings Both Feb and Oct version method aborts eather full or part sync.  John M

Hi Alex, I’m not sure why these custom field values are being cleared on sync, but it looks like you can resolve the issue by allowing edits directly on the grid. You can do this by selecting the Edit button on the VendorCreditLineItems grid, navigating to step 5 and changing the radio option to Editing takes place directly in the grid. For ...