Method Community

Hi Terry, As per our phone conversation, I wanted to share with the community what we did to resolve your issue. Upon looking at Terry's computer we discovered the QuickBooks listener was not installed. To check that Method Listening is installed inside QuickBooks, go to Edit -> Preferences -> Integrated Applications -> Company ...

Hello, Regarding Heather's reply - this sounds legitimate and should work, however one thing I did want to add is that the method (pun intended) above will cause all your "test" data to go over to your legitimate QuickBooks file, which will appear as conflicts under  QuickBooks -> Resolve Conflicts section. A work-around to ...

 [quote user="salson"] Also, if I only want Method to sync in one direction (ie end users can not make changes that affect Quickbooks) what is the best way to do this? [/quote]   I neglected to answer your question above: Although you can't prevent Method from "syncing" over with QuickBooks, as that ...

 Hi Heather, The "Copy / Import Screen.." does carry over your tables and added fields, the structure and screens will work exactly the same was they did before minus the data. Regards, Denis

Hi Salson, The above instructions should yield the desired result, as I've tested this on my machine and it works. What you can do is check the estimate table to see if the custom field is showing up there under customize -> tables and fields. If it isn't listed, please double check the above work-flow to ensure all steps were followed ...

 Hi Beth, The time-tracking area in Field Services Tab is built off the time tracking table under Employee Center tab, so they are indeed linked. The key distinction between the two is as follows: Employee Center -> Time Tracking: This section allows you to enter in time entries identical to the way they are entered in ...

Hi Scott, I wanted to address your question regarding limiting user access. Out-of-the-box Method provides you with the ability to limit user access at each level, in a hierarchical way: > Role / Tab group   - Tabs     - Tab Links       - ...

Awesome.  Glad that worked for you. - Danny

Hi pdirect, That is a great suggestion, and we will bring it up to our hard-working developers. As per your question regarding permissions, in order for Outlook Integration to work, you need to give "Edit Fields" access to the following tables: - Activity: (Note: This field requires both add and edit permissions) - Opportunity - ...

Also a quick note, we would need to charge you at least half an hour of consulting time for a customization of this nature. Mike will be able to provide further clarification. Denis