Method Community

And thank you for the fix sir

@smohyee - We looked into it.  The need for those to be required no longer necessary - it was early on in the platform, but not anymore. You should be good to go now. Thanks for the beers, Paul

My QuickBooks Enterprise Version 12.0 has a column on the invoice page called "Site".  It's a drop-down with 5 settings in my (already well-used) database.  Those same five settings also appear under Lists | Inventory Site List. But where's the corresponding Table in the MethodAPI Table List?  And where's the ...

Shane, What table are you trying to import into? In my Method account I went to Customize>>>Tables / Fields and looked into the Customer table - the table you should be importing into. EntityType is not listed as a required field the user has to specify because it is automatically taken care of for you.

emiller, You defiantly don't want to delete the customer table since this table syncs with QB. In-fact you probably won't' be able to even if you wanted to. You are more concerned with the customer records in the table not the actual table itself. Ok…a couple of very important concepts when importing leads. You must be ...

hycari, I agree with Mark's response (he is one of our MSPs) it is the quickest way for you to do this. Adding to his concept you could also create a couple of different filter views to show 'Registered Contacts' vs 'Non-Registered Contacts'. Thanks for the tip Mark.

Great, that worked.   Thank you

Hi You can create a quick screen with a single grid object.  The grid object should contain the columns for Name,  Email, Portal Username, and Portal Password.  If there is data in the portal username and portal password fields the customer has registered. You can find info about login activity in the UsersSignInLog table. Hint: ...

Bob - We don't have any examples on how to use the Method API with OpenOffice.  That's not to say it isn't compatible with OpenOffice, but it just means that it's up to you as the developer to do it from scratch. You just need to be able to call .net web services from code, or in this case from a macro. I did a very quick ...

BTW - I used the lab version of the API for this: https://www.methodintegration.com/methodapitest/service.asmx?op=MethodAPIGetScreenURLV4 The reason I used it, is because the non-lab version requires the specified user to be currently signed in, which is an outdated requirement.  Paul