Method Community

Well it didn't update the screens.  I've log-in and out several times since Sunday, including closing all the browers.  Both the Bill and BillPayment screens are listed as "Method CRM Pro for QB Desktop"; however, the last modified dates are 09/29/09 and 10/01/09, respectively.  If these screens ...

Hi m.guy,  The update should have updated your screens and the BillPayment screen on the new version of Method should show that it has been updated 21 days ago. If you go to Customize > Screens and you type in the screen name field "Bill", you should see the screen name listed in the search results.  In regards to the ...

Ronen, OK, upon closer inspection, your proposed solution would not help me. I'm not looking for a report with just description-only line items. We have regular invoices/sales orders, with regular line items with quantities, item codes, rates, etc. It's just that, in addition to regular line items, we also have a ...

I have set the default for all new entries not to have the wait for sync approval? checkbox checked. But we still have thousands of older entries that had this checked. I also tried adding a button to the screen with an action of changing the value of the wait for sync approval? checkbox from true to false but received an message stating "The ...

Hi Steven These can easily be accomplished by writing a small program that updates each record as not waiting for sync approval.

We have thousands of entries that are waiting for approval in the Non-Posted TimeTracking grid under the Post to QB tab. Is there a quick way to uncheck the checkbox in the "Wait for Sync Approval" field inside each time tracking entry?

I upgraded my client to the new Method CRM from the old Remote verison this week.  However, the Billpayment Screen did not update.  The account still shows the Billpayment screen as version 10/2009.  Why are the updates not showing up?  Also, I don't see the January / Feburary verson choices when I log-in so ...

1) When the user selects a Ship-To address, the screen is populated with the address information from the ShippingAddresses table. 2) The field FakeShippingAddress was created by our Method Solutions developer and holds the same "Address 1" data as the ShippingAddresses table field "Address 1" field for the respective shipTo ...

Hi Kandy08 There is an example of inserting and updating records as part of the asp.net example.  If memory serves, It's written in VB.net. You can download the example from this page: http://www.methodintegration.com/self-service-documentation.aspx HTH

Could you please provide an example how to create a sales receipt/Invoice using the API. I would prefer VB.net or C#   Thanks a lot