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Thanks for clarifying. I received word from our dev team that this was a limitation but has just recently been made available for third party developers, however this may take some time for us to implement the use of it within Method. Regardless, I've put in a ticket and will update this post once I receive an update. On a side note to give ...

I'm trying to modify the sales order screen, and the way in which the line items are created. I would like to polulate the line item row with values already selected on the screen from dropdowns, no changes will be made to the grid itself. I thought this would simply be a case of entering the value into the grid (using 'Enter value ...

Ashur, I think you basically understand what I'm trying to do, but I don't think your suggested approach will work.  In order to update this  'Discount Class' field in Quickbooks ( which is found on the Receive payments window on the sub-window for Discounts and Credits)  it is necessary to have a linked field in ...

And as if by magic, it works! thanks Valbon!

I am currentl;y only able to select Entity (not EntityRef) in the Activity table, and my entered linked field is not showing up in the Layout Designer, also is there an easy way to refresh the Layout Designer or should it refresh itself in real time automatically? currently closing the file and reopening to check.

Hi Rolf, Let me know if I'm not understanding you correctly. From what I understand you want to associate the correct Class for ReceivePaymentDiscount correct? If so the Class table holds the correct classes which are the same ones you see on other transaction screens, they're not different classes. If you're looking to link to you ...

"January" version now available The following updates are available on the staging site, as of January 18th.  You can access the January version by clicking "Switch to the January Version" when you sign into Method. Improvement: documentation for the Outlook add-in now points to a kb article rather than an old blog ...

Kitty - Use the Import/Export center. Customize > Integration Tools > Import / Export. And here's the help center article, in case you need it: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Import-%2f-Export&id=189 Paul

Paul, So if I am hearing you correctly, I CAN use a list that i have exported from the list builder. I want to use the same people because we send out emails to a certain kind of client (CPA firm, not for sale purpose). So, how do you import the list, as all i see is a export list option. I am excepted to hear that the listbuilder will be ...

Kitty, you could upload to the ListBuilder table....but that isn't a good solution, because your list would be the same as last time. It's stale data. You want a new list each time. Good news - we're working on a new List Builder screen as part of our February release. It will be super fast (seconds rather than minutes) and give you a ...