Method Community

JohnM, There was no bug on this but there is an issue where the phone number wasn't updating until 2 full syncs finished.  Your phone number may already be updated but if not you'll need to go into the QuickBooks > Synchronize tab and click the first Sync Now... button.  Let that sync finish then click it again.  After ...

YES! That's it. It's the Trans. history setting. I never thought to look at that. I don't do ANY work with QB. I don't even have it installed on my system. So I forget the data created makes it way HOME to QB eventually, but then only gets synced out to Method based on this setting. I will definitely need to create a QB export ...

Hi BlakeC [quote user="Blake C"]Is there some sort of auto data cleanup task Method has that goes through tables and deletes records that look a certain way?[/quote] There is no auto data cleanup with Method but what you might be running into is the transaction history setting.  By default we're syncing data for 31 days so if ...

Currently I have been unalbe to have the Email Type field be updated with Shipment Notification at this point. Trying to make a button that according to a word contained in the subject field would lable email type field Shipment Notification. I want this to loop through the entire grid and save it as such. Will I need to use the record ID and if ...

Hi AutumnW, Please list the actions that are used in your Save and Update links and for which Event type they are triggered, e.g. Select, Text Change, etc. If new entries aren't saving try using a button outside the grid which Saves all sections. Let me know what happens. - Ashur

Hi NeilRick, For action number three on your first button, it updates the Email Type to Shipment Notification. If you reload your screen and view your grid, is the Email Type field actually updated to Shipment Notification for that record? If so, try adding a Show Message action with unique text after each action in your second ...

Hi Mark, I'm not sure whether or not this is possible so I've sent the question off to our dev team and will provide an upate ASAP. - Ashur

Hi Denice, [quote user="Denice"]I have added the button and it pulls the info, but I want to create a filter where it only pulls what is on the screen selected as opposed to the entire list.  OR have it pull by the date selected.[/quote] Yes, you can filter by Date Range but keep in mind that you need to have a field in your ...

BTW, I immediately thought of a workaround. I just loop through the table for the field I'm trying to get the value for and inside the loop assign the value to an action result. Knowing there will be only one record to possibly loop over affectively sets the value if one exists. GOT to be a better way than this...what am I missing?

Is there any way I can check a value for NULL or empty prior to attempting to use it in an action? I've customized my Item table by adding a couple fields. Most Item records will not have a value set for these new custom fields but if an Item does have a value I need to use it in a series of custom Actions. When I use the 'Retrieve Value ...