Method Community

We're going to have to start a screen sharing session tomorrow. I'll reach out to you around 1:00pm EST, if you won't be available then please send me another email advising when you would be available, along with your contact number. - Ashur

You would need to set the filter directly on the dropdown field so something like an OnScreenLoad event won't work. - Ashur

Please Email me your company account name.

Hi syd, When you login to Method, one of the tabs you'll see is the Solutions Tab select it, then click on the Solutions List tab link and you can create create your own solutions, both internal and available to users who login to your Method portal. In order to make a Solution available to your clients, you would need to set the Status to ...

Thank you - this will probably work for this scenario. But, just in case for other times - is there a way to filter a dropdown similar to assigning a view on a screen load or something similar?

One way you can do this is by adding a new field to the Vendor table which lists the names of your Method Users. Edit the CRM_VendorList screen to assign each Vendor the appropriate user. Now you can edit your Purchase Order screen and add a filter which matches the Vendor's assigned Method User with the currently logged in ...

Full sync is working now.  I did what you did and it is still not working.When  you click the save/back button you can see the check mark going away before the screen changes. My account is open if you need to get in

I did what you did and I cant do a full sync it says aborted  A Sync failed with Intuit Anywhere. An unknown error has occurred. Here's the response from Intuit that only geeks will understand: GetBaseURIFromUserRequest: Error: OAuth service is temporarily unavailable. xoauth_service_unavailable(detail One or more dependent services was ...

For this client/user - they think these are the only ones he will need. There is one other user (Admoin) who will have access to everything, but she will be working almost exclusively in QuickBooks at least for now. As far as others in the future - now, it is a no, but you know how that changes! 

I am looking for some guidance in setting up a knowledge base for clients to access through a portal on my website.  Can anyone direct me? Thanks so much!