Method Community

Hi there, I was wondering if anyone could provide any tips on how to integrate with my phone system so that when a call comes in, the customer's record is pulled up automatically like a screen pop. My voip service has a feature where, each time a call comes in, their server can send an notification by sending an http request to some url and ...

Updated Method Integration Engine for QuickBooks Desktop The following updates are now available on the version 1.0.206 of the Method Integration Engine. Improvement to customer-level custom fields on transactions - Previously, if a QuickBooks customer-level custom field was entered on a transaction in Method, it would sync successfully ...

I am currently in a 30 day trial period with a new Method account.  I have setup an Admin user to use for customizing the screens for the client.  I am now ready to turn the Method account over to the customer's remote employee who is setup to have a limited user role.  She will be the only person using the Method account at ...

Hi AutumnW- My guess on the bandwidth is that you're refreshing the entire grid (all 3000+ checks) after every single change.  Try moving the Refresh Grid action to be a separate action that only happens after the whole loop is finished. If you want a progress indicator, add a counter variable, or display the ...

Hello, I needed to import about 3000 check records into the table. When I did this, I was unable to import into the Amount field. The data was in my file, but the Amount field was not an option on the dropdown. I assumed this is because it would be populated from the CheckLine Amount. So I did that import successfully. However, when I look at the ...

I've got an older post that explains linking with an example that's quite good. Since there is no link to the Vendor table from Invoices by default, you'll need to create a link first.  Once you create that link then you can access the rest of the fields in the Vendor table.  Remember the initial link needs to be a unique ...

Thank you for fixing the error and answering my question. Not sure how that could have happend. The same error is occuring in our Invnetory Adjustment Screen which is also a hold out screen from our Remote Entry Edition. Would appreciate your help in fixing this problem as well. Thank you.

I have to correct my post above, there's no need to do a merge.  Create a new email template and put your HTML into the template then call a Retrieve Value From Table to get the email template.  This way you adjust your templates without having to edit your actions. ~C

Hi guys, I'm showing my coworker some things in Method, and I've realized that I misunderstand something about linked fields. To show her how to create a relationship between tables, I added a dropdown field in the Invoice table that linked to the Vendor table. Then, I added a linked field via that dropdown for the Vendor Phone ...

[quote user="thesolarguys"]Any suggestions?[/quote] Yes!  Best practice is to not hardcode the email and use an email template located at Home > Email Templates.  You can review some of our templates there just make sure you make a duplicate of the email under the more actions button before saving any changes.  You can ...