Method Community

Does Method have access to the accounts assigned to a Vendor? These accounts are set on the QB Edit Vendor screen in the Account Settings tab. There are 3 account slots available for any vendor. I'd like to have this information available in Method so I can give someone in our office access to entering bills rather than purchasing another ...

Thanks Ben, your instructions are very helpful.  I successfully customized "DueDateStart"  Regards, Keke

Hi there Keke, Thanks for posting! You aren't able to directly 'restrict' picking a date which is earlier than today, but you can certainly do some quick customization to acheive the same result! You would need to add actions to the OnChange event on the DatePicker object which would; Check if the entered date is Less ...

Hello, I would like to prevent call stuff to set past dates on Edit Activity page. Is it possible to cutsomize DateTime picker so past dates can't be selected? Thank you for your help.

Thanks so much Ben!

Hi Maureen, Great question! We've written an FAQ on the subject which you can view here. The Short Version - The current Gmail Gadget will be replaced by a revamped "Gmail Add-on" before the August cutoff.The Feature is currently in development, and we currently anticipate its release ...

Good Morning, Will the Gmail Contextual Gadgets shutdown on August 1, 2018, affect the gmail gadget on Method? Thanks Maureen

Hello Dieter, MethodAPIActionSendToDesktopV2 does 2 things A. Setting up the record so that it can be picked up by the method integration engine with the next sync B. Pushing the record to Quickbooks We have an issue with Step B which you are working around by doing a changes only sync, but we still ...

Hi Laks, MethodAPIActionSendToDesktopV2 doesn't do the job proberly anyway. I found a post somewehere in the forum which says that it doesn't work properly with Quickbooks Desktop. And that is the experience we have, We get the data synced only when we update (any field of) salesorder after the insert of salesorder and salesorderline. ...

Hi, I wanted to follow up again with another wrinkle that might explain why you have not seen the same error as me.  The issue is only on two of my three method accounts.  I was wondering if there are different versions of method, and the newest version may not have this error, while older versions of Method CRM do.  The account ...