Method Community

Hello, The process of retrieving the most recent invoice wouldn't be automated. However, you can make customizations that would update the most recent invoices manually by atleast clicking on a button. I might suggest creating a last invoice field on the customer table and create a linked field to the contacts table to that new ...

Hi djhanna, Just testing this one out now in my own account and having some trouble replicating this -  The 'Link Click' event is firing off successfully for me every time (using a go to screen action as well). Can you let me know the name of the Account / Screen with this customization so I can take a peek? Please feel free to ...

Hi Maureen, Thanks for your question! Method does function in the same way regardless of whether you are connected to QB Desktop or QB Online, as do the customizations and the Report Designer. Other than the small differences you mentioned (ex. not all of the same tables being available from QB Online vs. QB Desktop), you will ...

Does Method itself function the same regardless of whether you connect with QB Desktop or QB Online?  Do the Customizations and Report Designer work the same as well?  I understand there are many differences between Quickbooks Desktop and Quickbooks Online, and that a Method Account can not be converted to sync from one to the ...

Hi thesolarguys, The reason you are seeing this lengthy 'Processing' message when you log in, is because the Dashboard page you are loading contains a great deal of information which all needs to be loaded and calculated for display on screen (in the form of charts etc...). I just logged into your account on my end and it did load ...

Nevermind I think I got it. Thanks

I made a change to the first page after login. That page does the "Method is still processing your request" and it won't stop showing that message. I can't edit the page or do anything. What can be done to fix this so I can atleast get back to the customization page?

Yeah, I think an E-mail notification would be good.  Although that might just send us back to trying to figure out the root cause.  There is something odd about the way the engine retries to connect related to it's stored memory of the login and password, etc.  And timers and counters for retrying.  When I reconnect I am ...

This is still an ongoing weekly issue for me. In response to this issue, I believe that Method CRM has been developing a method for receiving notifications when issues occur with the sync engine, which I think would be very helpful. Knowing when the sync engine crashes or when a particular sync is stuck would mean that we could prevent these ...

Ben, Thanks so much.  Now I feel kind of stupid about this.  I thought I had tried doing the same thing, maxing out the rows and columns to see if they would show up, but maybe I was not thorough enough. I think I can now just fix the field positioning and add back the fields I've already removed in the Section. Best ...