Method Community

smohyee, I tried to follow along and replicate but wasn't able to. Can you provide the steps I should take? What browser are you using?    

Riiiiight. Time for more caffeine.    Edit: Hell, I didn't even need that function. Just used the "Get left" to grab the first 35 characters of the line, then replaced the value on the screen with that. Two actions per shipping line on each screen, lets my users see the exact char cutoff point without needing popup ...

Character Function > Get Length. You were *almost* there. Paul

We ship primarily with UPS, and their Worldship program enforces a maximum line length of 35 characters for all lines except the city name, which is 29 characters. Quickbooks allows more characters than that, and this is an issue since our employees are incapable of self-regulating when it comes to line length. I was hoping to have Method enforce ...

There seems to be some bugs with the max field length for text fields in the "Edit Fields" popup when customizing tables. Since it autoemails you for each time it happens, you've probably recieved 50 emails from my end in the last 10 minutes. Bug 1: If I click on a max field length, don't make any changes, then click on another ...

"Does Method include all transactions for a given client when any of the client transactions are synced?" Nope.  Transactions are synced what transaction type at a time, and are mutually exclusive of each other's open status. Paul

 Hi LaCrews, You can create a screen that creates the report on load. Then you can create a link to the screen using MethodAPIGetScreenURLV4. Unfortunately, there are no plans at this time to allow actions sets to be run from the API in the near future Dave

 Thank you Paul, The information you gave me helps.  Now that I have compared the transactions within Method to the QuickBooks reports,  I do find several invoices and half a dozen received payments outside the Transaction History range we set and not listed in the QuickBooks "Open Invoices" report.  All invoices and ...

Invoices and Bills aren't assigned to users.  They are assigned to sales reps, customers and vendors. If you are changing the employee assignment of a sales rep, it's best to just change that directly in QuickBooks - it'll then transfer over to Method. Paul

Wasn't sure if that was how it worked, so good to know. The problem was fixed after I deleted my old "PackingSlipRecordID" dropdown in the lineitem table and created a new one, so I must have messed something up on the original dropdown link. Thanks!