Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Opportunity Improved (#4027) - when loading an existing opportunity, if the “contact” dropdown list is empty we now check to see if the customer dropdown has a customer selected. If ...

Has anyone experienced the "Go To Field" Action not going to the field to whch it is directed? I have several screens that used to work fine, however, none of the screens now work with this action. I checked all of the places where the Go To Field Action is used and they are all pointing to the correct fields. I created a test screen ...

Matt, I can't seem to recreate this on my end.  Is this for every budget listed?   Maybe there's an error in the data? - Adam

I would put forward a suggestion to have this ability to remove specific lines from a dialogue in light of the fact that this error can occur!   Mark

Hi barstone, What kind of errors are you seeing? Are there any entries in the Windows Event Viewer logs which are related to the Method Integration Engine? If you haven't already, I would suggest calling us and speaking with our Support team. - Ashur

Hi mjlittle, If there is case dialog entered which is not set as Internal then it would be viewable by the recipient. Unfortunately you wouldn't be able to remove it from the Existing Case Dialog. You can remove the text from the activity then save it or just delete the activity, but the case dialog will not be affected by that. - Ashur

One the stock Budgets/contracts screen, when click the Select link for a budget, I am getting the error: An error has occured in the Update Field In Table action. Please verify all data being entered is correct. Additional Information Action Sequence Order:13

Hello, I’m noticing that when we leave QuickBooks and the Method Integration Engine running for a few days, it starts to run really slowly and sometimes become unresponsive. That machine is a server that has backup software that runs at night. Has anyone heard of backup software causing problems with Method and QuickBooks? I'm ...

Mario, Its definitely possible to make a document popup.  The actions you would need are the 'Retrieve value from table' and the 'Load web page'.  You would need to locate the document in your DocumentLibrary table and get the value from the Document field.  You can then place that in an action result, then use ...

Andy, I don't see a CustomerName field in my Customer table, is this a field you put in?  There's a Name field and a Customer field.  The Customer field is a dropdown box, which is what we use to link screens and tables together.  For instance, the Activity table has a Contacts dropdown that is linked to the Contacts ...