Method Community

When we take a lead and convert it to a Customer in Method it is not showing up in QuickBooks. We did a Push Sync and it's still not showing up in QBs. We have the regular verson of Method. Any help would be much appreciated.

I'm still trying to build a report the way I want. I'm currently filtering a report with a list of RecordIDs for the Activity table. However, in the report I have also have the JobItems table unattached. I'm trying to filter this table from the Generate Report action as well. Is this possible? Can I send in filter criteria for ...

Greetings, If i want to move from qb desktop to qb online, would i still have to start from scratch with Method with all my custom work?  Thanks, John M

I would like to perform an action while looping through checked items in a grid.  I would also like to uncheck the items once finished, thus preventing the user from forgetting to uncheck the items manually.  Are there actions to allow me to check/uncheck the grid column checkbox while looping through the grid? ~V

Hi Chad, So I have watched another webinar on customization and it seems that my screen looks different form th ones on the webinars.  In my "customize" thne "screen" tab - all the screen choices have a 2 or 3 little pictures of paper with the words "copy"  "view" and sometimes "edit" to ...

[quote user="Rolf"]Where would I find that in Method?[/quote] It's definitely not part of our stock screens so there might be a reason why.  I've asked a team member here to clarify and will post back. ~C

I was unaware this was a DevExpress tool...I'll have a look there (and their forums) for details on getting access to the "current" record ID for a report. Thx

In Quick Books on the Receive Payments window there is another button for choosing discount as a payment method.  Where would I find that in Method? We would like to be able to do this through the Receive Payment process as this allows for the auto-applying of this 'payment' thanks, Rolf

[quote user="Blake C"]Could I use that somehow to get access to the current WO ID within my grid? Is there some other way to get access to the current row of a report?[/quote] The only suggestion I can provide for you on this is to look at adding a second detail report to get access to the data you need.  I've got 2 ...

[quote user="Rolf"]This does beg the question of why would one assign a user more than one role, as the higher always trumps anyway?[/quote] I can't think of a reason why you would double up role assignment but I'm sure there's a use case out there.  I think the lesson for roles is to carefully plan them out before you ...