Method Community

Also, one other question re: calendar activities. Most of our Work Orders will be assigned to multiple employees. Anyone found a way of doing this in Method right now?

Right now my company has a paper schedule (created weekly, often changed due to various logistic issues, customer/employee availability, weather, etc) with penciled in employee names, customer names, and a very brief description of work. Obviously I'm trying to find the best way to replace this paper schedule with Method's Field Services ...

Nick - I just tried it with the API and all the fields cleared for me.  Here are the fields I cleared: ShipAddressAddr1 ShipAddressAddr2 ShipAddressAddr3 ShipAddressAddr4 ShipAddressAddr5 ShipAddressCity ShipAddressCountry ShipAddressNote ShipAddressPostalCode ShipAddressState I highlighted the ShipAddressNote field, ...

Also, there is an "Update" button below the rows that needs to be clicked for the Qty times cost calculation to happen, but I can't find the code for this anywhere on the invoice screen to modify it.  What am I missing? Thanks!

I have copied the QuickBooks Invoice screen to customize it.  The Quantity field in the Invoice Line Item Table/Grid is showing with 2 decimal places, but client wants to see whole numbers only.  I've gone to the Tables/Fields section for the InvoiceLineItem and clicked on Edit fields, but it won't let me edit that ...

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. ...