Method Community

I did all of that, thank you! But when I go to Add New Opportunity it doesnt add all that I have done. It still says Job Opp #2. Is there a step that I am missing?

Paul, When I send an empty address through the API to QuickBooks, Method populates the information and all address fields are empty. When the sync triggers, instead of populating QuickBooks with empty addresses, Method takes the existing address from QuickBooks and puts it in the document. This is not a normal behavior as I want Method to ...

Rolf - good news. Please see the following article on our site on how to use MICR fonts: http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&article=MICR-Fonts&id=215 Please let us know how you get on. Paul

Nick - to respond to your question about API vs Interface. It all goes to the same place. The API saves data to the same tables and shares the same common libraries as the interface. It flags to the sync engine that a sync needs to be done in the same way too. The sync engine is de-coupled from both the API and the interface, so it makes no ...

Nick - As Keith points out in the forum post you listed above, addresses in QuickBooks are a pain. We are at their mercy, as we're using the SDK and can't override it. Suggestion 1: Stay away from Addr4 and Addr5 altogether. While they are okay for an Add, they are horrible for an Edit, as the users in the IDN forum were pointing out. ...

When deleting screens the Delete message almost never goes away, and the screen window stays graeyed out indefinitely. To get past this I have to either log out and back in, or use the Display.Refresh button.  Could this be addressed at some time  as I have many backup copies of screens to delete? thanks, Rolf

Thanks Paul, Your suggestion breaks the message into sections which does improve the readability somewhat.

There is currently no way. But try using HTML by insert <br /> for a line break.  Does that solve it? Paul

Hi, I'm wondering if it is possible to change the width of the window displayed with the Show Message action.  Particularly when used with a Yes/No option, the window becomes very long and narrow with a long message  or if using larger type. thanks, Rolf

Hey guys, I am in the service industry and we require signed agreements from our clients. Cirrently, we send the estimatesthrough method as a PDF attachment and the customer has to print it and sign it and fax or email it back to us. It's very rare that we sign contracts on site.  My question is,do you know of a third party software ...