Method Community

We are trying to recover our lost customer base. So, the problem with typing in the first/last name to skip through vendors is that my staff is not familiar with names on the list, and I don't want a potential recovered customer to get skipped over because someone mistyped or simply didn't see the name on the list. I also don't want ...

Yes after you've uploaded a document through Method to SmartVault and move it around to different folders it will still be linked correctly in Method. The folders within your Company Account name in SmartVault are there for organizational purposes. You can have some documents in one folder and other documents in another folder, e.g. Training ...

Hi Neil, I believe you're looking for the Desc field in the SalesOrderLine table.  I did a quick test and when I made a change in the description in a sales order in QB, it was reflected in this field in Method.  I hope this is what you are looking for.   - Adam

When I upload a doc to smartvault through method (and link it o an opportunity) it will show up in the Method Documents folder.  From there can I move the doc around into different folder in Smart Vault with out messing up it's linkage in Method?  I've tested this with a couple of docs and the links in Method don't ...

Hi Chad, Thanks so much for your detailed reply. I made a flowchart showing what I understood from your info. We do everything by Customer : Job even if a customer only has one job, so I have a step where we rename the Lead to a Lead : Job when they express interest in working with us. Does this look correct? Or should I keep the Lead and ...

Apparently my 'creative' solution doesn't work. I can't seem to enter anything into a read-only table cell from an Action.

When I manually enter in the amount and click update, it goes to 0.00

For my invoices I only need Item, Description, and Amount.  I see where if I click on the little star I can hide the columns I don't need.  However, the amount calculate off of quanity and rate.  How can I make this work so I onlly have the 3 columns I need, I can manually enter the amount, and then when I click update with will ...

I am trying to populate a screen I am working in with a product description that matches up with my sales/reference number. Anyone have any idea what table/field the Descriptions are  populated from? (Looking for what is connected to the sales order description in quickbooks)

How do you download a document file using the API?