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  • Linking Activities and Time Entries to Projects (sales orders)

    Hello, I have customized Activity, Time Tracking and Project screens. I'm not using the Method process to track projects, and am not utilizing any contract types, budgets or line items.  My goal is to be able to link/relate a time entry and/or an activity to a project from the subject 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="Blake C"]I'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't shutting down the program correctly if QB through it was still running.  I'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 field/value arrays parameters, I get the following response: <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "The field TenantID does not support add." ...
    Posted to Method:API Q&A (Forum) by Matt on 10-15-2012
  • Re: Email template From field

    [quote user="jpfiester"]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.  Type in the From email you'd like this to come from - notifications@mydomain.com then click save.  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'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?
    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
  • Re: Payroll User Error / Method Config

    Updating this thread... Accounting just received this error again. Apparently this issue still causes problems about once a month. We cut paychecks weekly (Monday mornings), so that's about a 1 in 4 chance of this error still causing problems. To get actual work done, the person usually goes into the System Tray, right-click on Method ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 10-15-2012
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