Method Community

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 ...

[quote user="walterh"]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.[/quote] I would like to test this scenario a little more on my local machine before posting a response.  I'll have a post ready ...

One thing that might make a difference is that I'm adjusting the date (Date Add of 1 year) when copying one record and inserting a new one. I'm creating an Action Result first, then if the date field on the row I'm copying has a value (e.g. if it's not empty), I do a Date Add and use that value to insert the new row. If the date ...

[quote user="Blake C"]Make sense?[/quote] It makes sense but I'll have to do some more testing to recreate your scenario described.  In my testing I was using the Insert Records action and I created a blank table with 2 fields, name and date.  I added several records with and without dates then created a button to copy the ...

Thanks Ted, I'll look forward to it. Rolf