Method Community

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

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 ...