Method Community

Morty, Thanks for the instructions, they were very helpful.  I do have a couple follow-up questions: Is there a way to have the Submit button also clear the HTML Editor field?  I see that there is an option to clear the screen, but nothing to just clear the input field.  As a result, if I want to add anything in after ...

Hi Blake, By default all users have records set to be "shared". If you prefer to have each user see their own assigned records, go to the "Customize" tab > Users > select a user on the list > "Edit" > go to steps 7 of 10 and instead of "Shares all Records", uncheck that option and define if ...

I looked at my user's shared record permissions and it was set to share all records so i unchecked that and now the 'shared user' filter seems to be working correctly. 

Anything thoughts on addressing this? It sure seems weird that the shared users grid filter would display records to other non-admin users (sales reps) that are assigned to my admin sales rep account.

I have admin access for my company account but I am also a Sales Rep with a few customers assigned to me. For some reason, the other sales reps see my customers/orders/etc in various grids even though the filter is set to 'Shared Users - Sales Rep Record Id'. Is there something special about my access that makes this filter not work ...

We're currently experiencing issues with signing into Method. The team is actively working on this. Sorry for the inconvenience. Kaitlin 

Hi dkoben, Apologies for the inconvenience here - Method does not yet sync with QBO CreditMemos.  This is the reason why your CreditMemo table is currently empty.   It is on our future roadmap to integrate with additional QBO transactions like CreditMemo, however I do not have any timeline of when this would ...

I am trying to get a list of credit memos in the system using Method.  I am doing a MethodAPISelect_XMLV2 call on the table CreditMemo and I am getting a good response but no records.  I know there are credit memos in the system, and I have done a sync with Quickbooks and I am not getting any conflicts.  I know I could use the ...

Some users may be experiencing issues signing in. We are aware and are actively working on this. Thank you for your patience,  Kaitlin

Hi there GroGreen, The Control should expect a format similar to the following (Either should work, and the control will figure out the conversion if the Display Format is different from what is entered) May-29-2017 10:27 AM - Short Date and Time Mon, May 29, 2017 10:28 AM - Long Date and Time However - it appears there is ...