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  • Re: Error when trying to create invoice

    yes, please advise we want to start invoicing through method.
    Posted to Method:Classic General Q&A (Forum) by dottie on 09-12-2012
  • Re: Job #'s

    Thanks so much I set up the action set looks on the check box and it looks like it is working after check box is checked. The other issue now is, when I go to the edit customer screen the job number that was created in the new customer screen, is not there. Any way to have the job # information automaticially transferred from the new customer ...
    Posted to Method:Classic General Q&A (Forum) by dottie on 09-12-2012
  • Re: Customized Job Numbers

    Hi jeremy, I was considering the best way for you to do this and I think using the opportunity name field for this information would be best. &nbsp;I&#39;m going to do the customization on my account today and give you a step by step before end of day. &nbsp;To achieve this task I&#39;ll be doing the following: Use a retrieve value from table ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-12-2012
  • Re: Customized Job Numbers

    Thank you Chad, please let me know how to go about what you replied with.&nbsp;
    Posted to Method:Classic General Q&A (Forum) by jeremy on 09-12-2012
  • Method CRM Updates - September 11, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Customer Improved (#3726) - if something goes wrong when fetching documents from SmartVault, we now provide a message detailing what the response is from SmartVault. (QBD) Cheers, Danny
    Posted to Release Notes (Weblog) by Anonymous on 09-12-2012
  • Re: accessing the API

    @Loren&nbsp;- I&#39;m not a coder by any means but if you&#39;re goal is just to import/export, how about using out import/export tool? &nbsp;It is build right into Method. &nbsp;You can check it out here. &nbsp; http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&amp;article=Import-%2f-Export&amp;id=189 If you are looking for a way ...
    Posted to Method:API Q&A (Forum) by Anonymous on 09-11-2012
  • Re: accessing the API

    Loren -&nbsp; Microsoft stopped supporting&nbsp;VBA with SOAP toolkit with Excel 2010 (64 bit). &nbsp;I have the same problem on my machine. I spent 1/2 a day a few months ago researching for an updated SOAP toolkit library, but Microsoft has killed it. The general consensus&nbsp;on all articles and discussion groups I found&nbsp;is that there is ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 09-11-2012
  • accessing the API

    Hello, I&rsquo;m trying to test out using VBA and Excel to get at the data in Method. I&rsquo;m getting stuck early on! I downloaded the samples you have online (http://www.methodintegration.com/documentation/MethodAPISample_VBA.zip). I made sure the user I was on had permission to use the API and installed Microsoft Office XP Web Services ...
    Posted to Method:API Q&A (Forum) by Loren on 09-11-2012
  • Re: Customized Job Numbers

    hello jeremy, Those numbers are actually RecordID numbers auto-populated by Method CRM so you&#39;re not going to be able to change those. &nbsp;What you could do is add a custom field to the Opportunity table and use that for display instead of the RecordID column we&#39;re currently using. &nbsp;I&#39;ll post a little more detail on this change ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-11-2012
  • Re: Job #'s

    [quote user=&quot;dottie&quot;]I also wanted to ask about the insert job number button that is underneath the insert job number box. &nbsp;What is the purpose of this button?[/quote] Good question and I apologize for not giving a better explanation on why I had you do this. &nbsp;What I did with that button is isolated my set of actions that ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-11-2012
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