Method Community

Which screen and table- I used the customer table- Those fields were listed. So I naturally thought something might appear. I switched to contacts table and now see the information. Thanks. When I say multiple accounts: Let's say our client is Joe's World Wide Widget Company They have 10 properties, 5 of which where Joe is the billing ...

Hi again, So about conflicts…they are a royal pain. It's difficult and potentially dangerous for us to offer a option to resolve all conflicts on mass because conflicts are unique to each account. The Method record ID will always be a number only and never contain letters or special characters. I think the  ...

Paul, That's a relief to know the new validation rules run against all the screens. I'll try to validate Sam's observation about the clean copy of the default screen not allowing the description only entry.  I haven't really characterized the problem, and I shouldn't speculate.  My own code requires the Item field, ...

@James - we get the same tools you get.  Otherwise, that would really go against our ambitions - and I promise that I would be more disappointed than you are!  All screens that can be copied are using the same platform tools you have.   The exception are screens that cannot be copied, such as the login screen, designer screen, and ...

 The input I have received has been helpful.  We are resolving the conflicts, one by one. We have over 38,000 conflicts of the DeleteFromDesktop type.  For example: "The record with the identify of '9EFC7-1240251539' appears to have been deleted in QuickBooks. Click 'Delete' to delete it here too, or ...

bSam, My custom Invoice screen does the same thing, it won't allow addition of a description only line item.  My screen is highly customized, but I have gone over every line of code, etc. in the default screen before making changes and my Invoice screen is working well with a lot of functionality built in, so I don't think I ...

Hi Andrea, Just curious when you added the fields for Portal User Name and Pass which screen and table was this related to? Our default contacts portal is based off the contacts table in Method and uses the fields we have in that table. If your customization involves another table or a custom portal built off another table you will need to take ...

Hi viret56, Just wanted to share my thoughts and see if it helps.In Method under QuickBooks>>>Resolve Conflicts you'll see synchronization conflicts between Method and QuickBooks. Sometimes the message is easy to understand and sometimes it's not. It helps to know that the message comes directly from QB…so ...

Hi all, Sorry for the delayed response, I was gone for the weekend. Here's where I'm at after reading your posts and emails:  The more important issue (resolved) : ie, getting the Report to show the description only lines I've just tested the standard Sales Order and Invoice reports that come with Method using both custom and ...

 I have added the Portal Password and Portal User Name to a screen.  I published the screen and those fields appeared as I expected they would.  However, when I select customers who I know have registered and have successfully logged in with a user name and password, those fields are empty. We would like to see this ...