Method Community

Hey all, I'm trying to set a default due date for a specific type of activity. Whenever I try to put a default date into the control, the screen has an error and doesn't load.  I'd like to use Dec 31, 11:59PM as the default date. What format should I do this in to not cause an error? Thanks!

Hi dknoben, It's my pleasure. I just want to touch on the customer/contact scenario the you mentioned. We do include some backend logic or "Method magic" as we like to refer to it here that keeps the customer and primary contact data in-sync. You can actually see this take place in Method; when you update this data on the customer, ...

After doing some tests I think you are correct, it was a race case. I was only initially saving the first name and name fields to the Method Customer object, so it makes sense that those fields would not get overwritten, but the other three which I was not entering would. I thought, since those fields were in the contact table in method, and ...

Hi dknoben, First of all, I'm sorry that you're running into this issue. There's no reason that the API would be leaving out data that you're explicitly sending without returning an error. This is however, a tricky one as there are multiple moving parts here. The first thing I would check is that your sync is not overwriting the ...

I have run into an issue with the update call with the api.  On the contacts table, it has stopped updating every field every time.  I can not say why this has happend.  I am running the UpdateV2 call via SOAP.  When I run the call, sometimes it will update every field, but sometimes the fields LastName, Email, and Phone ...

Thanks Ben!

Hi Maureen, You arent missing anything here - We currently dont sync with the Mobile field on the Customer table for QuickBooks Desktop versions, as it has not yet been made available through the QuickBooks SDK (the platform we use to query and modify data from QuickBooks). When you try to add this field ...

The following updates are now live for users of Method. Features Added new action to allow app developers to loop through attachments for a given record ID.  App developers can now access properties associated to attachments such as file name, file extension and size (PL-10858) Added ability to change a character from upper ...

Hi Don, You will see this error message when the record you are trying to enter has the exact matching Name to one already in your account. The "Name" helps identify a particular record in your account and because it is/eventually will sync to QuickBooks, we follow QuickBooks' rules and require it to be unique. To fix the error ...

I have been trying to import leads into method but on some i get an error that says: Error:Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again. How do I fix this and import all of my leads?