Method Community

dave, i have not. this is a default test system and i do not have a QB installation to test with.  while our customers should have this setup, i believe we will not require a QB sync since we are only interested in the crm data. forgive me for saying, but this still seems like a defect. thanks, jacob 

So, I was able to recreate a custom invoice and it now displays the service item information. Two more questions, as of now the first column on the estimate is the description, how can I add the item/part number as the first column, as show in the method website. Also, there is a column called U/M. How can I remove this ...

 Hi Jacob, Have you ever done a quickbooks sync? If not you should follow the steps in the Method Initial Setup Guide. http://www.methodintegration.com/self-service-documentation.aspx After the initial sync this problem should be solved   Dave

[quote user="smohyee"]Is Method perchance clever enough to interpret the entire list of records, and map it to a Method table of my choosing?[/quote] Not at this time - there are no Actions to process XML and trying to use the character function to do this would be difficult.  Your solution should be a web service before Method to ...

 That is awesome. Thanks very much.

Hey Jacob, Just an update....I have managed to reproduce the problem and we are investigating a fix. Dave

Hello! When creating the invoices and estimated in Method Design Reports, I have successfully added the currect "label tasks" from the field list in the appropriote areas. Unfortunitly, the type area that I want to pool from the customer invoice/ estimate screens that is being used is "Customer Type" (A Drop Down Field). The ...

@Dave We are currently building our Help center with these types of documents and will report back to you when we have it ready. In the meantime, can you provide me with some details and I will see if we can help you with your customization?

Hi Paul, Using Chrome, Version 19.0.1084.52 Everytime, the error message is for contacts already in Method.   If the contact is not already in Method and I try to add them (from the blue bar at the bottom of the e-mail), then I get the add contact screen with the bubble round endlessly trying to process and I eventually just give up, ...

No way! How did I miss that? Very nice! I just sent in my beta request. Also, thanks for the SQL clarification. Will keep it in mind... Thanks again!