Method Community

Andy, I understand you may not care about estimates lines properly syncing to QB but just be sure this won't affect any business changes or requests in the future. Now, enough with the lecture…if you want to make the changes your suggesting yes you could get away with two new custom files for SalesPrice and Amount. [quote ...

@Joseph - these features have now been added to the stock activities list screen.  Checkout today's release notes.  Looking forward to your feedback. http://www.methodintegration.com/cs/blogs/releasenotes/archive/2012/08/31/method-crm-updates-august-30-2012.aspx Danny 

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activities List New (#3710) - in some cases you might want to filter your activity list by more than one piece of information.  For example, you might want to see all the activities assigned to ...

You're correct. We just want to see the total bottom line the customer is interested in for each line item. I took a couple days to review some of the webinars as it's been a while since I've had to do any customization. I understand what you are proposing as the solution, but it is out of my league in terms of what I can customize on ...

[quote user="Jcamp0123"]Is there a way to filter both fields in a single lookup field, without customizing the screen?[/quote] Hi Joseph, Keep a lookout for an updated version of the activities list to be released this week.  It will feature the ability for you to filter by more than one column.  As always, ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Portal - Cases Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD & QBO) Contacts Portal - Edit Profile New (#3006) - ...

Hi Rolf, FYI – please see a post (click here) that provides more details when customizing fonts in the Method Report Designer. Thanks.

Wonderful, thank you for the comments!

I'm using the Report Designer to print cheques, and am having a problem  with the MICR font used for the cheque encoding.  It works fine in the designer, but when I generate the report in method, it uses some other font to create graphics in place of the MICR symbols in the PDF file.  Any thoughts on what the problem might ...

Hi Dominic Riccetti, You cannot run actions in the API. So if actions are being used to populate something like an action result in the UI, and then that action result is used in the send email action, you cannot do that via the API. The MethodAPIActionSendMail function takes in the parameters specified and sends an email. However the ...