Method Community

  Hello,  I wanted to share some items that I am running into that maybe someone else has solved or perhaps facing a similar problem.  I am looking for ideas, suggestions or even product improvements that could go into Method to enhance the solution. First, it is important to understand we are a manufacturer, distributer ...

@Kvera - you shouldn't have to edit the table properties to add a new sales rep.  I guess the bigger question is, have you linked this to QuickBooks yet?  If not, that's the first step.

Okay so I did some digging around and when I go to the Customize > Table/fields > SalesRep and choose SalesRep to edit, it brings a screen that has the names of all the fields on the table Sales Rep, however the SalesRepName is underlined in blue, and when I hover over it I get the following message "Displaying fields from the FullName ...

[quote user="kvera"]This is the error I get when I go to the Sales Rep Tab under the Quickbooks drop down where you said[/quote] I can generate that error if I type in a Name instead of selecting one from the list.  If you use the arrow and select a sales rep from the list (and type in the initials) you shouldn't receive ...

[quote user="wmcfall"]When we do a search on a tablet it will not initiate a search using an Android tablet signed in to the regular site (since the mobile site search return errors)[/quote] Search on Mobile devices is currently logged as an issue and I'll follow up on the forums once this has been resolved. [quote ...

As we continue to try and use Method on different mobile devices we continue to see the following issues on Android tablets and phones When we do a search on a tablet it will not initiate a search using an Android tablet signed in to the regular site (since the mobile site search return errors) The follwing tasks were attempted on an ...

This is the error I get when I go to the Sales Rep Tab under the Quickbooks drop down where you said: Error on Save. The SalesRepName DropDown containing Tony Larson, is not a selectable value. Additional Information Action Sequence Order:4 Now what??   Thanks

[quote user="richard@skoosh"]is there anyway we get the bill to address fields to auto complete from the primary customers bill to details.[/quote] You would have to customize this but you can use a retrieve value from table and pull in the primary customers bill to fields and then use an enter value into field on screen to ...

[quote user="kvera"]or don't have the correct permissions on the user that was created for me[/quote] If it's a permission problem then the admin user can grant you access to this tab group by going to Customize > Tab Groups and clicking Edit... on the QuickBooks tab group.  The first step here will allow you to grant ...

[quote user="s.white"]Is there a way to tell me what actions are fired when you click the "close" button on the Export popup window?[/quote] There are no action fired when you click that close button so I'm not sure what's happening on your page.  I just tested a customer grid based on the info you gave me above ...