Method Community

Forgot to mention the filter for the Contact list. When customizing the CRM_NewActivity screen you can edit the Contact dropdown field, go to Step 5 of 6, then add a filter using the EntityType field. The filter will need to be typed in manually so select Build selection list option, type in Customer, hit 'Enter' on your keyboard, then ...

Check out the Method API section on our website, specifically you would want the MethodAPI 2.0 Documentation. You should also watch our Customization Webinars which you would need to view on a Windows operating system, you'll also need to download the GoToMeeting codec. When you're customizing your screen you can add an object, ...

What Income Account did you select when the description didn't show up? I'm still unable to replicate it and I've selected several different non-inventory types. - Ashur

If you go the route of specifying tables for your sales staff you would need to edit each user and add only the tables you would want them to have access to; Customize > Users > Step 8 of 10, choose the This user only has access to specific existing tables radio button, then add the tables you want that user to have access to. Another ...

I'd like the State/Prov. fields in the New/Edit Customers and New/Edit Leads screens to be dropdown boxes limited to Canadian provinces as fields. I realize that the way QuickBooks handles addresses is a bit strange (line-by-line instead of individual fields for province and postal code), but hopefully this should be relatively easy to do ...

Ashur, Thank you. Where can i find help documentation on how to connect via web services from method to my sql using actions?

Ashur ok i found some interesting things out.. When you create a item in quickbooks online and its not a inventory item...method will not fill in the item discription field Wehn you create a item in quickboosk online and its is a inventory item, method will then fill in the discription field. I created a item that i was  not going to ...

Works great! thanks John M

Thanks, guys... appreciate the thoughts.  It does indeed look like the world revolves around Activities... hadn't really appreciated that 'till now.  Will give it a try... Ed

Sorry John I meant the November version.  It should be working now. - Adam