Method Community

 Michael - Those settings have been changed. Our Method account name is xxxxxx(Removed by Method for security reasons ) and a couple of customers I am having trouble viewing documents with are Baer Glass, and A & K Glass. Let me know if you need any more information.   Jamie

KieranD - The steps above shouldn't be above your ability....you don't have to do any coding (that's all done for you), it's just a copy and paste. It looks waaaaay more intimidating than it actually is.  So just keep that in mind for the future. Google Apps - our company also runs on Google Apps.  So, yes, we know ...

vdefabis- [quote user="vdefabis"]I am still having trouble trying to get the Record ID for Work Orders to start at a higher value. Can anyone provide some insight?[/quote] Right now the only way to do this is to insert Work Orders(Or Activities since a work order is just a type of activity), until you get to the desired number you are ...

hycari- Our dev team are still working on this issue and currently I don't believe there is any work around for this. -Michael

Paul,  Thanks for the heads-up.  I will try your way because of the possibility to future modify the form using web forms.  Thanks for the bits of code, beyond my present ability.  In the meantime, I had created a google spreadsheet form and hosted it.  It spits out an excel like spreadsheet with the replys.  My plan ...

HarryWho- What kind of actions are in the button you created to export the grid? Is it just the Export Grid to Excel action? What if you try using the Export Grid to PDF action, does the same thing happen? Also to confirm did you create the portal screen based off QuickBooks_TimeTracking? -Michael

Ok - So I figured out the Notes. A new table, a textbox, button, grid, and a whole bunch of actions and I got what I needed.   I am still having trouble trying to get the Record ID for Work Orders to start at a higher value. Can anyone provide some insight? Thanks!

@KieranD - Really the web forms were designed so that they would go on any server, on any site.  They use just simple basic HTML, Javascript, CSS and form posts.  It's like 1995 all over again, and the web as we know it has just been born!!  That was the challenge for us - we didn't want it to matter whether your site was on ...

@HarryWho - Thanks for providing the steps.  I tried this and it worked fine for me.  Apostrophes really shouldn't cause an issue, especially in a web application. When you say there's an an error on some browsers, which browsers, and what's the exact error it gives you?  It might help us to diagnose the problem. Paul

Any table in particular that you are seeing this in? For example, Sales Orders would be anything that is open.  Open means that IsManuallyClosed=False and IsFullyInvoice=False. Paul