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  • Re: Information naming.

    [quote user=&quot;NeilRick&quot;]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. &nbsp;What you see in Method as far as table structure/naming is how it would appear in QuickBooks - however you can&#39;t see ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 10-15-2012
  • Linking Activities and Time Entries to Projects (sales orders)

    Hello, I have customized Activity,&nbsp;Time Tracking and Project screens. I&#39;m not using the Method process to track projects, and am not&nbsp;utilizing any&nbsp;contract types, budgets or line items.&nbsp; My goal is to be able to link/relate a time entry and/or an activity&nbsp;to a project&nbsp;from the subject&nbsp;screens (Activity/Time ...
  • Re: Using API with Multi-Tenancy

    Sorry, I meant to include that, CampaignStatus is the table I am getting the error on.
    Posted to Method:API Q&A (Forum) by Matt on 10-15-2012
  • Re: Payroll User Error / Method Config

    [quote user=&quot;Blake C&quot;]I&#39;m just telling the person to shut down Method Int. Engine BEFORE doing payroll to cut down the chance of these pieces of software tripping up on one another.[/quote] It sounds like the computer isn&#39;t shutting down the program correctly if QB through it was still running. &nbsp;I&#39;m not sure the time ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 10-15-2012
  • Re: Using API with Multi-Tenancy

    Depends on the table. Which table is it?
    Posted to Method:API Q&A (Forum) by Method_Paul on 10-15-2012
  • Re: Using API with Multi-Tenancy

    I was able to insert records into the Campaign table, but when I use the same exact code and only change the table and the&nbsp;field/value arrays parameters, I get the following response: &lt;?xml version=&quot;1.0&quot; encoding=&quot;windows-1252&quot; ?&gt;&lt;MethodAPI response = &quot;The field TenantID does not support add.&quot; ...
    Posted to Method:API Q&A (Forum) by Matt on 10-15-2012
  • Re: Email template From field

    [quote user=&quot;jpfiester&quot;]Any help?[/quote] Hi January, Let me check a few things from you... From the Home tab click Email Templates then click select on CRM_ActivityAssignedToUser. &nbsp;Type in the From email you&#39;d like this to come&nbsp;from -&nbsp;notifications@mydomain.com then click save. &nbsp;Next click select on any other ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 10-15-2012
  • Re: Using API with Multi-Tenancy

    You make a good point! I didn&#39;t see anywhere in&nbsp;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?
    Posted to Method:API Q&A (Forum) by Matt on 10-15-2012
  • automate activites

    I am looking for a way that once a account manager emails a client a shipping notification that it could automatically set off a series of time delayed reminders for the account manager for follow ups. 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 ...
    Posted to Method:Classic General Q&A (Forum) by NeilRick on 10-15-2012
  • Information naming.

    Is there information anywhere that can tell me how information from quickbooks is named/stored so that when trying to do actions I know where to pull the information from? 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. Thank you!
    Posted to Method:Classic General Q&A (Forum) by NeilRick on 10-15-2012
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