Method Community

Hllo, trying to help  client with this. They currently use Maximzer for all leads and ALSO storing note on customers which are in Quickbooks. Once we connect to Quickbooks method imports (links to) our customers - great I then need to import our leads from Maximizer - seems easy enough I then need to import our notes for customers AND ...

Jason, Thank you for the 2 ways to view QB detail on Method.  I still can't get quite what I need, so I have a few more questions: 1.  What is the Webinar url or YouTube link for the webinar that gives more information about how to view QB Transaction Details in Method? 2.  Is there a way to view the transaction details ...

We had our website payment gateway integrated via MethodAPI to pull items from Method (that were created in QB) and their prices etc.  When we run test purchases however, despite sales tax rates and codes being set up, no sales tax is being calculated, paid for, or being added on the sales order (which is where the sales are being ...

Just a quick tip I discovered this week while implementing custom payroll calculation logic. Hopefully others will find this useful in their customization efforts within Method. I have a top level button action that includes several different calls to other buttons using the action 'Call Another Action Set'. Once I get the basic ...

Not a problem! :) A new screen and table will automatically be created only for a new dropdown field type. Other field types such as text or decimal will not.  - Jason

Not sure why it doesn't have a type, it should be either a Lead/Customer or Vendor. What happens if you select the result with an empty type field? Do you see the customers information? If so add the contact to that record then refresh your Method web page and see if the new contact is associated with the correct Customer. - Ashur

Ok thanks. Just want to make sure that I am doing this right. So every time I create a new field in the customer table, a new screen will be automatically created?

Yes. If you deleted the screen that was created automatically with your dropdown table and you think that you may need to edit or add to the dropdown choices in the future I would suggest recreating the screen like I mentioned above. - Jason

The screen I deleted was not created by me, I do not need it. It was created automatically when I added a dropdown filed to the customer table. I just did not know that I was going to need it to edit the field in the future, do I still have to follow all the steps the you especified before?

Marcelo,  The dropdown options are displayed in chronological order of when they were created. The only way to change this is to delete and recreate them. If you have added this dropdown field to any screens you should delete these fields from the screens before you delete the field in the table.  In regards to the screen you ...