Method Community

Hi GroGreen, I checked our logs and found that you seem to be encountering a large number of the following error. [quote] Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again. [/quote] It could be that your code is ...

Hi Paul, Happens with every e-mail, have tried various ones over a period of time.  I've always been in Nancy@woodentubs.com in my inbox, and that account alone, when I've experienced the issue.   Sorry, not following you on #3.  Here's a message I got today trying to add an activity for an exisitng contact. ...

 Hi Valbon, I was able to remove the Conditional Warning from the save button. I wasn't aware that was even an option. Thank You! I believe that may be it for this project, but  I still have numerous other tasks that I'm sure I will need help with. I am working with Climate Control Corp to set up their ...

Hi Navitha, I’m curious to know what table the grid is built from and what field you are using? My hunch is that this is also related to the time portion of the date/time field . Can you please email me (1) name of the account (2) name of screen. (3) where I can find the actions. Also, please be sure that the Method Support user is enabled.

This question came via Email from JoAnne: [quote] How do you run a character function action when setting up templates?  We would like to be able to send one email to multilpe contacts after each tradeshow but can't figure out how to merge the information.  Thank you! [/quote] JoAnne, To use merge fields in a email ...

Hello - We recently started processing charges as sales receipts through QB and would like to begin using Method to easily process the payment and email the Sales Receipt to our customer. While I can view and create Sales Receipts in Method, there are no options to process the payment (as in ReceivePayment screens). The second half to a ...

Hi Abdullah,  Thanks for your post. We need a few more details to be able to help you. Can you email us at api@method.me with the following? Method Account Name Response Code Trace ID if you received a non 200 Response Code RecordID if you received a 200 Response Code Thanks,  Jason

Hi Stuart, Thanks for Posting! I'm going to need a little more info here - Which portal specifically were you using in your account? What Screens / Grids are displaying only some records?  You might just be missing an Override Filter by Active RecordID action on Screen Load. Feel free to email us ...

I had the same issue this morning as well. All I did was shut down/close the sync engine service app and re-launch it using the admin method email login (until this morning I'd been using the method user.name) and it looks like it connects and works fine. Hope that helps...

cpitts, We currently don't have much documentation on conflicts but you can post the conflict here and we can try and help you out or alternatively you can email it directly to me and i will strip out any content that is private/irrelevant to the issue and post it here in the forums. -Michael