Method Community

It works again but now i have a different problem....it seems to have lost my saved form, i exited saving by hitting save and new...then went back to load it and the one it loaded was not my form....looks like the one it is loading is the basic form template, the one i originally modified (significantly).  Can you please let me know ...

Ashur, I have created a text change event with a retrieve from table action but nothing is being displayed... Current settings: From Table: Customer From Field: Email Where Field: Email value is: Value From Row Place value in: Value In Screen EMailDisplay (my textbox object) I'm still not certain how the 'How will this record be ...

Currently I have been unalbe to have the Email Type field be updated with Shipment Notification at this point. Trying to make a button that according to a word contained in the subject field would lable email type field Shipment Notification. I want this to loop through the entire grid and save it as such. Will I need to use the record ID and if ...

I found the plug-in and installed it with no problems.   I can select an email from a known customer and create a note for the user - very nice.   But I selected a new email from a potential customer - a contact if you will.  I tried adding it but it first wanted me to find an existing customer/contact/etc.   Is ...

I would say we are pretty close, with the exception being that we don't automatically capture the customer's email reply and update the case notes. This would be done by the case handler by either Method, the gadget or plugin.  Your customers shouldn't notice much, if any change in what they do currently.   - Adam

Hi sp9001, I have emailed you to learn a little bit more about the Invoice request you are making so that I can understand the issue better. You can reply to the email if you are not comfortable sharing it here on the forum.  Cheers, Inder

Hi dknoben, I'm going to need some additional information in order to dig into this. Can you email me your company account name, and the table and field that your are attempting to retrieve? Can you also include the payload that you're sending this endpoint? Thanks. --Audisho

Hey Mahlon, From my testing, I went through the process and the HTML formatting did stay intact after the import.  If you want to email me over the spreadsheet you are working with (or a few records from it) I can try again using your file. -- Mortaza

Hello Robert, Here's my answer. Right now we do not have any email notification system which notifies you when sync is stopped. But you can always check in Method under Quickbooks tab> synchronize to see the ststus of your  last sync. Hope this helps. -Inder

Hi Dottie, Did the original screen include any custom fields in the table that may not be included on the new account?  I haven't seen this behaviour before.  Could you email me the account this is happening on and enable MethodSupport on that account? Thanks, Adam