Method Community

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 ...

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 ...

[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 ...

I just wanted to let you know that normally we don't go into this much detail in terms of actions and exact step by step solutions via the forums.  I can point you in the right direction but if you needed step by step help with specific actions then you may want to consider hiring a consultant.  Our consultants can provide ...

[quote user="dottie"]I did it and unfortunatley I am still receiving the same error.[/quote] The only solution I have for you right now is to change the tab name back to what it was, Customers.  I'm not sure what the issue is but it looks like changing that tab name is a problem.  I'll dig into this deeper ...

Hello - when I add a new opportunity, its gives me a job number of 1. And the next opportunity will be 2. Is there a way to customize it so every time me or my employess enter a new job that it will have their initials. For example: I would like my new job to be added as JW2012-1. (my initials, the year and the job number) so the next job opp ...

John - If the server is off, and the server hosts your QuickBooks database file, then there wouldn't be any syncing going on while it is off - but it doesn't sound like that matters. You can continue to use Method when the QuickBooks server is off in your office. It will just be using information that was last synced through ...

To whom it may concern: Does Method have to have the ability to sync with Quickbooks 24 hours a day?  I ask this question because we shut off our server every day when we close.  This will prevent any individual computer to have access to the database at night.  Will this cause Method to not work properly or will it create problems ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Fixed (#3742) - spelling mistake when converting a lead into a customer.  Oops! (QBD & QBO) Cheers, Danny

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? Was it only created to customize the action of generating the job number in the read only area box or does this button give me the option of creating the job number when clicked and when not clicked no job ...