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yes, please advise we want to start invoicing through method.
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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 ...
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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. I'm going to do the customization on my account today and give you a step by step before end of day. To achieve this task I'll be doing the following:
Use a retrieve value from table ...
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Thank you Chad, please let me know how to go about what you replied with.
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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
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@Loren - I'm not a coder by any means but if you're goal is just to import/export, how about using out import/export tool? It is build right into Method. You can check it out here.
http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&article=Import-%2f-Export&id=189
If you are looking for a way ...
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Loren -
Microsoft stopped supporting VBA with SOAP toolkit with Excel 2010 (64 bit). 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 on all articles and discussion groups I found is that there is ...
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Hello,
I’m trying to test out using VBA and Excel to get at the data in Method. I’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 ...
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hello jeremy,
Those numbers are actually RecordID numbers auto-populated by Method CRM so you're not going to be able to change those. What you could do is add a custom field to the Opportunity table and use that for display instead of the RecordID column we're currently using. I'll post a little more detail on this change ...
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[quote user="dottie"]I also wanted to ask about the insert job number button that is underneath the insert job number box. 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. What I did with that button is isolated my set of actions that ...
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