Method Community

I'm working on customizing our Items List screen, to make it look and behave more like QuickBooks. I'd like to have a distinction between parent items, and sub items (the same concept *could* follow through to customers/jobs as well). Ideally, I'd like to indent sub-items, like QuickBooks does. Alternatively, making the parent items ...

[quote user="Method_Chad"]2 full syncs.[/quote] My mistake here, it's not 2 full sync's that need to happen, you need to close and open QuickBooks twice (and sometimes restart the computer).  If that doesn't work then it's a permission issue. ~C

I have a report that is using filtering within method.  However, the customer wants these filters to be printed on the reports.  So my only solution was to create 2 parameters within the report and have method assign values to these parameters based on some drop-down menus within method.  The parameters are PARAM_StartDate and ...

Thx. Using show message isn't allowed since this is all being done in a loop. What I have done is write these values into a variable and then dump it to a field on the screen (like trace or debug info). This trace info shows an empty value prior to insert. But the insert statement goes the Min Date route, for some reason. I may have to ...

I would add a couple of show message popups with your action results before and after your Date Add function.  I'm not sure the Insert action would do something like add a min date - the insert action just inserts a new row with the information you give it.  As a test, try changing to a different, blank AR to eliminate any ...

[quote user="walterh"]Why can't I just enter a new contact without identifying a existing customer?[/quote] You can actually, when you press the Add to Method button, just below the Search for box there's a button for New Contact / Lead / Customer / Vendor ... - clicking this will bring up the new contact entry screen and will ...

[quote user="handcrafted"]Please tell me what step i am missing.[/quote] If you just reinstalled the Method Integration Engine make sure you push 2 full syncs.  Inside the Method Integration Engine, under the synchronize menu, click Full Synchronization.  After 2 full synch's the subscription file should be saved. ...

 Chad, Thank you for the response.  I am still confused because the entry form form Outlook requires that you pick a Customer Name before a contact can be transfered.  Why can't I just enter a new contact without identifying a existing customer?

Data entry in Method is identical across all our collection points (Outlook, Gmail, web forms and our Method CRM screens).  The Entity and Contacts table will have a record of every new lead, customer or vendor.  The Customer table will have an entry for both leads and non leads. [quote user="walterh"]What is the best way to ...

Hi Guys, we just lost a computer at the office and had to replace it. I have installed QB and the Method Engine and listener from the Method QB tab and it created a subscription and did the initial sync no problem. The problem is, used to, when my office manager would log into QB, the method sync engine would automatically load in the background ...