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  • Re: Email template merge fields: how does it determine table/active record?

    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&nbsp;action.&nbsp;So if I understand this correctly, if I type in &quot;Vendor&quot; into the&nbsp;&quot;replace from table&quot;&nbsp;&nbsp;field, and put my desired Vendor record ID as an Action Result in the ...
    Posted to Method:Classic General Q&A (Forum) by smohyee on 04-13-2012
  • Re: Email template merge fields: how does it determine table/active record?

    [quote user=&quot;smohyee&quot;]...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. &nbsp;Replacing merge fields relies on the Character Function action, specifically the option Replace &lt;&lt;merge&gt;&gt; fields. &nbsp;Take a look the ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-13-2012
  • Re: Currency issue

    Hi Martin, Please accept my apologies for the late response here. We&#39;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.
  • Re: Currency issue

    Still no answer in days. What is going on. What can I do to resolve the issue I am having
  • Map and Directions for Selected

    Hello! &nbsp;Just wanted to state that I am new to forum but think Method is great with one painful exception. &nbsp;When map out the route with directions, there is no correlation between customer name and address, which further exacerbates the route list being in no particular order. &nbsp;Ideally, the route list would be based upon the order ...
    Posted to Method:Classic General Q&A (Forum) by simsimsalabim on 04-12-2012
  • Email template merge fields: how does it determine table/active record?

    Tell me if I&#39;m right: the merge fields use the active record ID for the current screen/table the template is loaded into. It seems to also know that when I reference fields from the &quot;User&quot; table, that I want the record of the User currently logged in.&nbsp; Is there a way to indicate to the template/merge field what recordID I want ...
    Posted to Method:Classic General Q&A (Forum) by smohyee on 04-12-2012
  • Re: Loop through Table or Grid, Advanced Options

    Great Stuff! It&#39;s pretty amazing how powerful the Action library is for making custom applications. &nbsp;The balance of functionality and ease of use ir really elegant, and I think some further explanation of usage would be a good investment. I can&#39;t think of a more powerful toolkit for small business than QB plus Method. ...
    Posted to Method:Classic General Q&A (Forum) by jnoneiliv1 on 04-12-2012
  • API Questions

    &nbsp;Good morning, &nbsp; I have&nbsp; some questions and I was wondering if anyone might be able to help me. &nbsp; We currently have a web application which is communicating with QB through the Web Connector. We are looking to replace the Web Connector with the MethodAPI. &nbsp; These are the operations we are currently doing through our web ...
    Posted to Method:API Q&A (Forum) by warren_nickus on 04-12-2012
  • Re: "hidden" actions affecting line items?

    The same is not true for the Quantity and Rate fields (there&#39;s no background processing) in the line item grids but you shouldn&#39;t remove those fields.&nbsp; If anything you should hide those columns instead of removing them. Also keep in mind that if you have a user working inside QB, and they change values for those fields, it would only ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-12-2012
  • Re: Web-To-Lead for Applicants

    mrjobboy, [quote user=&quot;mrjonboy&quot;]I have an Employment table that I originally created with the field &#39;Age 16&#39;. I have since changed that to &#39;US Legal&#39;. it is a simple check box for yes or no (actually a radio button on the website that provides the value into Method). [/quote] Can you go to customize&gt;&gt;&gt;tables / ...
    Posted to Method:Classic Web Forms (Forum) by Method_Valbon on 04-12-2012
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