Method Community

[quote user="Winston Lo"]... through Method, would I be able to assign certain currency to a particular customer account?[/quote] You would first assign the currency per customer in QuickBooks then Method will respect that currency when you create invoices for them.  If you want to assign the currency of a customer inside Method ...

I want to enter leads from both Method and Outlook but the Lead Entry screen puts the information in the Contact table while Outlook only allows the entry in the Customer table.  Also, they both need to be linked to the Enity table.  Consequently, I have half of my leads in the Contact table and the other half inthe Customer table.  ...

This is custom table of mine. The date field is not currently required. The screen where we maintain this data has a Date dropdown that allows an empty value to be saved. I've exported this data and it's currently saved as an empty value. However, in my custom action where I retrieve the empty date value from one record, then insert that ...

[quote user="Blake C"]is it possible to use Shared Results in a Filter[/quote] Yes.  If the shared result is available then it will filter based on that criteria, if not then it will not filter.  This allows you to setup some dynamic filtering triggered by user action on a page - a very cool feature. ~C

[quote user="Blake C"]Does this make sense?[/quote] I was just able to recreate this problem and it only happens when you try to insert no date into a table which requires a date.  You cannot write a NULL value into a table when that field is required. ~C

[quote user="Blake C"]Why is this?[/quote] Which table are you copying into?  Depending on the table the date might be a required field so it may not accept a NULL value.   ~C

Hi there,  can method track the real revenue and cost of a job so that commission can be calculated based on the profit from the job?  It'd be cool if it can because right now we have to pull up a profitablility report from QB and then manually calculate commission, then enter the commission back into QB pertaining to that job. ...

Hi there,  I have synced Method to Quickbooks Premier.  Most of my transactions are in CAD$, but a %age is in USD$.  However, the CRM system by default made everything into USD$.  I don't think there was actually exchange rate conversions between the 2 currencies, but through Method, would I be able to assign certain ...

Thx for that...I think I did drop a Refresh in there. That wasn't my problem. My problem is I'm an idiot. Upon further review, my initial approach was correct. In my haste, I was pulling the wrong damn ID from my previous screen, so the Grid was trying to load a record that didn't exist. That's what I get for having 40 actions in ...

Thanks for that info....I'd never used that Action Set before. I tried it and I saw it work just as you mentioned. One question, is it possible to use Shared Results in a Filter where there may or not be shared result values set? That way we don't have to have custom Filters, but rather something like extension variables on our existing ...