Method Community

Hi Rolf, Updating or inserting records in a table doesn't cause a sync to occur, the Save All Sections action uses Method PUSH technology to send any changes to QuickBooks, so that's why when you click Save you see the information update in QB. The Update field in table and Insert Records into Table actions do not do ...

Any updates on this? The same thing is also happenign to Sales Tax Codes, where for some customers I now have different codes for different subaccounts - which, again, is not possible to do in QuickBooks but is showing up in Method. This is causing major issues and should not happen.  I need this fixed ASAP - please suggest a course of ...

Hi taurusgardening, In order to add the Customer phone number to the Route List template you would first need to add the customer phone number into the Activity table as a linked field, then edit the Route List template and drag the linked field onto the template. Check out the following post for more details: ...

Bart, I've done some testing but I can't seem to replicate this.  Could you turn on MethodSupport and then email me your account name and the screen that is doing this?  I'd like to test how you have it setup. - Adam

Hi rcclarkcpa, Currently the only way to attach a file to an outgoing email in Method is to create a screen based off the DocumentLibrary table, and even then it's a little tricky. There's no way to implement this on the List Builder screen or any other screen that allows you to send emails by default. You'll have to end up creating ...

Hi  I'm trying to get my contacts(client) phone number to appear on the routelist report by inserting it in the Report Designer but I am unable to find the Phone number field that corresponds to the contact details held.  I can't seem to get a value to show up when I use ContactPhoneNumber or ContactPhone fields... other fields ...

I want to use Method to send out a newsletter to my client list, but I don't see where/how to attach a file of any type.

I've finally gotten around to doing this, and have it working.  There are few glitches though.  I've implemented it by updating the discount fields of the ReceivePaymentAppliedToTxn table entry for the associated Receive Payment, as suggested.  This doesn't, however, appear to pass the discount info on to quickbooks ...

Are you setting these appointments up in Outlook?  Outlook will default to 12am - 12pm for all day events. If you are using the Outlook gadget, this may be why Method sends the email out at close to midnight.  You can change those defaults.  I set up an all day event from 9 - 5 and it was synced to Method as an activity ...

Hey, I read the Reminders blog. I learned something new, though it didn't help me with my problem. So, I don't care if it's an hour or 15 minutes before the appointment start time..as long as it's not when some people are sleeping. It looks like it doesn't matter when I set the Due On date. As long as the All Day ...