Method Community

FYI - Check out our Customization webinars, you'll need to download the GoToMeeting codec which is compatible with the Windows operating system. In particular the Getting started with Tables and Fields webinar will probably be the best one to watch first.

Hi tom, You had the right idea when you copyied the New Lead and New Customer screens; it's always a good idea to copy screens that you want to customize before you start working on them just so that you can see how everything is setup and figure out what table a screen is based off of. You can add new fields to the Customer table, ...

In the primary customer/lead record I want to add 2 custom fields. This would not be a mandatory. Line of Business (alpha) and kw (decimal 3 pts) meaning kilawatts installed, needs to be a field on the new customer and/or lead field and displayable in the additional info section whether the person is a lead or customer. I am not sure which screend ...

Hi Mortgenius, [quote user="Mortgenius"]Can method connect via real time to my sql database and move data back and forth? If so can this be done within standard customization Selections?[/quote]Something like this is possible by utilizing the MethodAPI: For example create a web app which would use the MethodAPI in order to update ...

Hi John, I'm unable to replicate this issue using neither the October nor Novermber versions of Method. What screen are you selecting the new item on, and is it a stock screen? Added new items in QBO then selected them on an Invoice Selected newly added QBO items on a Work Order in Method (after a Full Sync) - Ashur

John - can you test this again in the October version? - Adam

Dave, It looks like I somehow downloaded an old WSDL.  I just got downloaded a new one.  You are correct, they are in there. This may be a good thing.  I need to redo what I was just taught to do and I can document the steps. Thanks, Steve

Adam, My bad, i was in the oct version.  I still have this issue John M

Adam. Look like this has been taken care of as well..  Thanks! John M

Hi Steveb Are you using the wsdl from https://www.methodintegration.com/MethodAPI/Service.asmx?wsdl Both functions are defined in there. Dave