Method Community

Thanks for looking into it! I assume running through the AR is more resource efficient than running through the value on screen when used by multiple functions. It's useful to know that sort of optimization, since Method's speed is an issue. I wonder if that's a universal rule for Method optimization: "When using multiple ...

Hi Dave, Let me start by saying I appreciate your help. I still have 3 open issues which I did not address in my previous post. 1) Do you think utilizing method in the scenario I described is a good solution? Did you encounter other companies which do the same? 2) When QB is closed I’m assuming we can still enter data ...

 Hi warren_nickus, To sync with quickbooks you need to have the method integration  engine installed. Please read the document entitled "Method Initial Setup Guide" which is located at http://www.methodintegration.com/self-service-documentation.aspx Once you have the engine installed you can set the frequency with which it ...

Val - you can count on me for difficult ones to explain.  I tried your fix and received the following error: mapAddressError: Lynn Trichel,603 Las Lomas Drive,Westlake Hills,TX,78746 not found. Located Zip/Postal Code only. If there is any uncertainty, it did not work.  It appears as though there is an issue processing the name field ...

@simsimsalabim - I see this is your first post…welcome to our forums! Hmm, you've sure picked a tough one to explain but I'll do my best. I see this broken down into your two questions. [quote user="simsimsalabim"]have customer names appear with addresses in Google Maps,[/quote] The answer to this could be as easy a ...

Moreover, how does the syncing work? If I add an invoice in Method does it sync to QB on the spot or there is a waiting time?  

[quote user="smohyee"]...if I type in "Vendor" into the "replace from table"  field, and put my desired Vendor record ID as an Action Result in the next field, then the function will go lookup every merge field in my template...[/quote] Correct.  Method is quite clever with the merge function! ...

Thanks Chad, just the sort of thing I was looking for! I checked out the examples of the merge field suboption of the character function action. So if I understand this correctly, if I type in "Vendor" into the "replace from table"  field, and put my desired Vendor record ID as an Action Result in the ...

[quote user="smohyee"]...the merge fields use the active record ID for the current screen/table the template is loaded into.[/quote] The merge is not always based off active RecordID.  Replacing merge fields relies on the Character Function action, specifically the option Replace <<merge>> fields.  Take a look the ...

Hi Martin, Please accept my apologies for the late response here. We've had created an internal ticket to help determine the cause and expedite any possible solution. Our team is still looking into it and I will provide an update as soon one is available.