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[quote user="Method_Jennifer"]I am wondering how long it would take to do the following customization, and how difficult would it be.[/quote]
As support staff we would not be the best folks to quote timing on a customization job like this - best bet for a quote and timing on your job would be to speak with a consultant on staff ...
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[quote user="bobbie56"]I click and drag the field onto the report but it does not come up on the print out.[/quote]
From which table and what field are you dragging out. I quickly built a report off the activity table and used the ContactsPhone field to get the phone number. My field is named Label1 and it displays the phone ...
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Hi John M
The number of approaches that can be used to solve this using Method's API. Let us know if you'd like to have a conversation.
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I am trying to use the API to make a copy of an activity. For some recurring records, the RecurrenceInfo field contains more than 8000 characters and I get an error when trying to insert the copy that there are too many characters to be inserted.
How can the field have more characters than are allowed in the first place?
What can I do to be able ...
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I didn't see anywhere in CreateMethodUserV2 that would allow me to set which franchisee a new user is associated with. Am I just missing it? Or is it something that could be added?
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Hi John M,
I can definitely recreate this error so I'm going to put a bug report in for my team here. I'll update this thread as soon as this is fixed.
~C
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[quote user="nick_warren"]Can anybody help with this?[/quote]
Can you check your QuickBooks > Synchronize settings and let me know what it says for Frequency then look under Transaction History, click show options per transaction type and let me know if anything is set different from default. Sync engine issues are free support ...
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[quote user="John M"]Is it possible to use the "call web service" action to have another website get the method data, hold it till the 7 days then send out a email that way?[/quote]
John M,
Your best bet here might to to utilize the Method API to get this done. Anything you do in Method would have to be trigger via a ...
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[quote user="NeilRick"]My question is would it be possible to automate a function that after seven days would email the account manager a task?[/quote]
Yes. I would create a field (or table) that stores the date you emailed the customer. Then when the home dashboard loads you can trigger an action that checks the table ...
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Hi Method Gang,
I am trying to get the client phone number to come up on my work order report. I click and drag the field onto the report but it does not come up on the print out. The difference that I can notice is in the Property Grid (right side of screen). The info that does come up on the printed report is called ...