Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing.  This has now been fixed to appear when the ...

I am using the Retrieve Value from Table action  to get the value of a dropdown field which I subsequently use in a conditional action. I seem to remember that in the past retrieving a dropdown field would automatically open a new line to allow a choice between the RegID value or the text value. I wanted to use the text value, but have found ...

I'm having a very frustrating time with the following situation.   I have substantially customized both the Lead and Customer screens, and when I go to the Contacts grid and select the New Activity link,  the New Activity window opens.  Upon closing the window, I get the following error message: Action ...

Hi smohyee, [quote user="smohyee"]When defining the conditional statement, I'll select the checkbox value from the screen, and compare it ("is equal to")... what? Should I "type in" the value? What are the values of a checkbox? "Yes" and "No", or "True" and ...

Hi smohyee, When you say you entered your email server info, where are you referring to? Is this the same email that is being used to authenticate the account under Customize >>> My Account? Just to be sure can you confirm that you're not over-riding this for your username under Customize >>> Users >>> Step 2 of 10?

Awesome! Thanks!

I've created a checkbox object that I want to tie to a boolean field, IsComplete. When the box is checked, I want IsComplete to be marked "Yes", and when it is unchecked to be marked "No".  Since the trigger event for a checkbox is "click", I have to create conditional statements to check to first see ...

Blank - FYI, this has been added in the labs.  Look out for the release notes for the "April version" which will have this on the staging site. Paul

Hey Valbon, I've set up email in Method, and created a button on a screen that sends an email with an attachment. I entered my email server info as my individual user info (we use a GoDaddy webmail server, btw), so my emails are being sent from my particular email address. The email was sent successfully (to myself), but neither my GoDaddy ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Sales Order Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto ...