Method Community

Hi, I'm new to using Method and just getting things set up.  I need to categorize my customers and leads like (retail, resellers, distributors) so I can send different emails and generate a report on them.  I'd also like to be able to categorize by industry and many other metrics. Looks Like tags would be an easy way to ...

The following updates are now live for users of Method. New Features The ability to save searches, column selection and column sort order as a custom views for grids (PL-15310) Call web service action now has support for sending headers and body when making calls. (PL-15058) Universal search now has an option to open contacts in a new tab. ...

The following updates are now live for users of Method. New Features Added Editable Grids to the Sales Orders app (PL-14788) Added a Markup and a Markup % column to the Editable Grid on the Estimates app for QuickBooks Desktop users (PL-15943) Bug Fixes Improved validation on the ...

The following updates are now live for users of Method. New Features Added Editable Grids to the Invoices app (PL-14728) Bug Fixes Improved validation of Invoices app for QBO accounts (PL-15726) Cheers, Ashur

The following updates are now live for users of Method. New Features Added Editable Grids to the Estimates app (PL-14728) Bug Fixes Improved validation of Estimates app for QBO accounts (PL-15726) Cheers, Ashur

I do a Select_XMLV2 call to get a record, and one value, that is set up to be an Integer, is being returned as 0.0000 in the XML and that value is not an integer. Also, when I look at the value from within Method it is blank. The value is messing up my update call, because the API complains 0.0000 is not a number. Any ideas why that number is ...

For anyone following this thread, we sorted out the issue.  The issue was with the user account being used in the API call. As a troubleshooting tip for anyone who finds themselves in a similar situation, if you were able to use the API and it stops working it is a good idea to verify the user account and password you are using to access the ...

The issue appears related to MethodAPIActionSendToDesktopV2.  Even though the real-time sync is not initiated when MethodAPIActionSendToDesktopV2 is called (becaue of the previously mentionend issue), it still needs to be called after a transaction and the transactions lines are inserted to ensure the transaction gets picked up by ...

The following updates are now live for users of Method. New Features Page Jump for Pagination - Default set as ON for all grids (PL-15421) Buttons for Editable Grids (PL-15490) In Action Editor,  changed the title of the "retrieve value From Email" action to "retrieve Value From Email Gadget" ...

Peter, I am not sure why we are having such difficulty expressing the problem. We understand that the API send to Desktop V2 is broken. You said: Until the fix is available you will need to rely on Method's Changes-only Sync to send the data to QuickBooks on the changes-only schedule (typically runs every 15 minutes). Our problem is that ...