Method Community

If a special email account were created for support cases only, so that every incoming email should trigger a Method Case, could some VBA in Outlook be written that would automate clicking the 'Add to Method" button in the add-on?  

The following updates are now live for users of Method. Bug Fixes Fixed an issue with calculating the tax on transaction screens for QBDT accounts (PL-10909) Added functionality on the Payment Portal to force payments to sync if they are set to Wait For Sync Approval (PL-16301) Made Subtotal and Sales Tax read only in the Donations ...

Hi Spencer, Sorry for the inconvenience! The operators on the Classic side are indeed only showing '=' or '<>' for me as well.  I would actually recommend you use the update fields in table action to only update one record per pass - and to 'mass update' records by throwing this action within a ...

Hi Ben, I figured out the problem with my actions. I needed to select "Value from Screen" not "Value from Row". I guess the Value from Row is just for the screen's primary table, is my guess? But anyways, I changed it to below, and it works great

Hi Ben, thanks for the reply. Here's a screenshot of what I see when I add the Delete link: Additionally, I then tried to add my own actions using this screenshot: But I get an error when I try to click the link. It says it cannot locate the Record. Can you A.) confirm that I'm supposed to be getting default actions for the Delete ...

Hi, has there been any update on this? It's easy to reproduce, just add the function and select the top two criteria sections, then you'll notice the operator selection list gets reduced from the 4 options to just "=" and "<>". Even stranger, the text description of the operator changes from Words to symbols, ...

Hi there Spencer, Are you able to show us a screenshot of your actions on the Grid? and the field list? Adding a Link to a Grid in Method:Classic with the caption 'Delete' should add 2 actions to that link, similar to the following; Thanks Spencer -Ben

Hi Michael, This is an old thread, I know, but I tried your method of adding the Delete link, but it doesn't automatically add the actions needed. It's just an empty hyperlink when I click it. Do I have to add the actions myself? Thanks, Spencer

The following updates are now live for users of Method. New Features For QuickBooks Desktop accounts, Sync Region is now available as a session variable (PL-16391) A new session variable is now available within Action Editor to show if the user is an administrator so that it is easier to add components designed to be viewable for ...

Thx. Yeah that's what I was planning on doing but I didn't want to have to maintain the Vendor account list in both QB and Method although the likelihood of us changing this info in QB is lower for this data since the function of vendor/account assignment and bill creation would be taking place in Method going forward.