Method Community

Is it possible to set the default filter on the Documents List screen to "Shared Documents"? If so, how?

Hey Matt - hope all is with you, it's been a while! The TenantID should not be read-only. Does the user you are authenticating with have access to that Tenant? i.e. are you able to sign into Method normally to that Tenant with the user name and password/sessionid you are specifying in your request? Also, are you sure that the account you ...

What is the reccomended approach for using the API with a multi-tenancy account? For example if I want to insert a Campaign for a tenant. If I try using the tenant Company Account for the strCompanyAccount parameter I get an authentication error, which probably makes sense since the record should be added to the head-office account and have ...

Hi Chad, Perhaps my last post was misleading. The From field is still not populating with the default that I set on the Template. For example in the template, the From field is set to "notifications@mydomain.com". In an Activity when I select the template to send email, the From field is set to "user@mydomain.com", not the ...

Mike- The issue is not the Entity Type, but the fact that you can't assign a Sales Rep to an employee the way you assign a Sales Rep to a customer. Employees, Customer sand Vendors are all stored in the Entity table (The Customer, Employee and Vendor tables are views or subsets of the Entity table) and if you take a look at the Entity ...

Actually, this particur rep has a Sales Rep Type of "Employee" (I'm not sure why - I didn't set it up). All other sales reps have an employee type of "Other Name" Is this a problem?

Hi Viret56- I will relay this suggestion to our Dev Team.   I am not sure when or if this will be something that get implemented but I will put a link to this forum post in the ticket so that we update you if this comes to life. -Michael

MikeB- I have been reviewing this thread and I think the next best course of action may be to book some time with a consultant. If this issue is a Method bug and not user error or something caused by customization or a QuickBooks settings then the call will be creditable. -Michael

Hi Mike- I was able to duplicate the issue you have described. This issue is related to how shared records work, if Share All Records is unchecked then it applys filters based on sales rep and since Employees do not have sales reps assigned to them its the reason why you can't see them in the drop down. One thing that can be done to ...

Hi Carol- The above example posted by Birch also gives me a grid error when using it on a customer based grid, however this slightly modified version of it should work. SELECT Cast(ROUND(Sum(Amount),2) as decimal(9,2)) FROM viewaccInvoice WHERE viewaccInvoice.Customer = FullName AND viewaccInvoice.TxnDate > cast(year(getdate()) -1 as ...