Method Community

[quote user="NeilRick"]Is this possible to do with activities tab[/quote] I forgot to mention the auto-follow-up feature on the activity page, instead of recurring you could use the schedule a follow-up checkbox to initiate the follow-up.  Clicking this checkbox will reveal a section allowing you to trigger a specific ...

[quote user="MikeB"] Is it possible to set the default filter on the Documents List screen to "Shared Documents"? If so, how? [/quote] @MikeB - I've got good news.  The new version of the documents list should be released by tomorrow so keep an eye out on the release notes. 

Hi Karen, [quote user="kdellaripa"]Anyone have a suggestion where I can get around this issue?[/quote] There's no getting around this - we mimic exactly what happens in QuickBooks after sync so we can't allow overwrites with RateXQty.  What you could do is overwrite the rate with desired Amount/Qty.   If the ...

[quote user="NeilRick"]Is this possible to do with activities tab or will I have to set up the automation under the email button itself through a long series of actions and date differences?[/quote] You could use the recurring activity feature when creating a new activitiy.  The basis for recurring is quite flexible so you should ...

Hi!  Hoping someone can help me here. I've written a code to calculate when Qty x rate doesn't get to a minimum amount, that Method should put the minimum in the Amount field.  I have this set to work when there is a text change on the Item field in the Invoice Line Item (I have already entered the quantity).  It works ...

Yup, it works now, and yes, I probably hit finished editing fields. I was wondering why the TenantID field wasn't showing up in there. It is showing up now. Did you see my earlier post about the CreateMethodUserV2 call? Thanks for getting the account straightened out.

I solved my problem. I just needed to use the existing BudgetID dropdown field, chosing the columns I wanted displayed instead of adding a new drop down object. It's all working great now. 

...and I bet the reason the Campaign worked was because you went into Customize > Tables / Fields and hit Finish Editing fields between your original post and my response that it 'should work'. Sound about right?  Paul

Matt - I just regenerated all the field definitions on the account in question. I have a hunch as to why they weren't generated the first time.  Can you try now? paul

[quote user="NeilRick"]I guess I am really just asking if there is a guide or webinar on how things are named/stored when they sync with quickbooks.[/quote] This is no specific guide or webinar on this topic.  What you see in Method as far as table structure/naming is how it would appear in QuickBooks - however you can't see ...