Method Community

Anything thoughts on addressing this? It sure seems weird that the shared users grid filter would display records to other non-admin users (sales reps) that are assigned to my admin sales rep account.

I have admin access for my company account but I am also a Sales Rep with a few customers assigned to me. For some reason, the other sales reps see my customers/orders/etc in various grids even though the filter is set to 'Shared Users - Sales Rep Record Id'. Is there something special about my access that makes this filter not work ...

We're currently experiencing issues with signing into Method. The team is actively working on this. Sorry for the inconvenience. Kaitlin 

Hi dkoben, Apologies for the inconvenience here - Method does not yet sync with QBO CreditMemos.  This is the reason why your CreditMemo table is currently empty.   It is on our future roadmap to integrate with additional QBO transactions like CreditMemo, however I do not have any timeline of when this would ...

I am trying to get a list of credit memos in the system using Method.  I am doing a MethodAPISelect_XMLV2 call on the table CreditMemo and I am getting a good response but no records.  I know there are credit memos in the system, and I have done a sync with Quickbooks and I am not getting any conflicts.  I know I could use the ...

Some users may be experiencing issues signing in. We are aware and are actively working on this. Thank you for your patience,  Kaitlin

Hi there GroGreen, The Control should expect a format similar to the following (Either should work, and the control will figure out the conversion if the Display Format is different from what is entered) May-29-2017 10:27 AM - Short Date and Time Mon, May 29, 2017 10:28 AM - Long Date and Time However - it appears there is ...

Hey all, I'm trying to set a default due date for a specific type of activity. Whenever I try to put a default date into the control, the screen has an error and doesn't load.  I'd like to use Dec 31, 11:59PM as the default date. What format should I do this in to not cause an error? Thanks!

Hi dknoben, It's my pleasure. I just want to touch on the customer/contact scenario the you mentioned. We do include some backend logic or "Method magic" as we like to refer to it here that keeps the customer and primary contact data in-sync. You can actually see this take place in Method; when you update this data on the customer, ...

After doing some tests I think you are correct, it was a race case. I was only initially saving the first name and name fields to the Method Customer object, so it makes sense that those fields would not get overwritten, but the other three which I was not entering would. I thought, since those fields were in the contact table in method, and ...