Method Community

Ben, Please enable the MethodSupport user and let me know when you, or someone else at the office, can start a screen sharing session on the main syncing computer/server. Go to Customize > Users > scroll down to the bottom of the screen and ensure there's a checkmark in the Active box for the MethodSupport user. If you're not ...

Not sure exactly why this message is coming up as I've never seen nor heard of it before. I did some searching online and found that a possible cause may be corrupt data in your QuickBooks file. Here are a few of the links I ...

basically we cannot run method engine when people are using qbs. also whenever we do full sync at night both method and qbs have crashed in the morning. not good obvioualy. what can we do? i also emailrd you a picture of mesaage accountants get when methid is syncing

Looking at the JobType table, it appears that the "Fullname via JobType" field is the only unique field in the table. I could be wrong, but I imagine that's why it's the only one able to be selected. But I can't seem to be able to make the "Name" field unique as well, or alternatively, show the "Name" ...

I also would like further clarification. I have a dropdown on my Customer Edit screen for Job Type that represents the QuickBooks field for subaccounts. Accounts can categorized as either Main Account, Staff, etc. It is a field in my Job Type table. The dropdown only allows me to show "Fullname via JobType" in the ...

can't figure out how to do this.  would be so grateful for the insight into how to customize this page- I also want to add an Account Manager field that is a dropdown menu so that I can assign accounts to different account managers.  thanks!

[quote user="Method_Ashur"] Hi Ben, Your setup is not outside of the norm. One thing you need to keep in mind is that Method requests your data from QuickBooks (via the QB SDK) during a sync, so the larger the QB file, the more data it needs to handle. This may be part of the reason you're seeing a decrease in speed. Keep ...

Hi JohnnyW,  Unfortunately this is not a stock feature, however it can be done with some customization. If you want to try and customize it yourself I would suggest copying the CRM_EditDocumentLink screen and reverse engineering the actions used to link other records such as an Activity. I would also look into the Document... buttons that ...

Great! Thank you for the response. That solves the issue.

Hey Seth, Is this happening on the stock CRM_EditCustomer screen or on your customized version? If it's happening on your customized screen then edit the screen, click the Advanced button, and look at the actions under the OnScreenLoad event. You'll want to look for the Show Screen in Pop Up action, normally it would be contained within a ...