Method Community

On the Customize -> Screens screen, the Edit Customer screen is no longer listed. When I try to edit a customer, I get an error message stating that there was a problem locating the Tab Link 'Edit Customer'. I did not delete it. I don't have the ability to delete it, as far as I know. I am making a new screen by ...

Is there a Method PUSH/API Call limitation of some kind? I'm using a loop action in Method to update a large batch of transactions in a client's QB file.  Although the loop action (including pushing updates to QuickBooks) starts off working well, Method stops updating QB after it has already processed a large number of changes. ...

Ah, I finally understand what you've been saying (you only had to say it 4 times! ). I need to use to Sales Rep table for the dropdown, not the Sales Order table that was using for the grid. Now I've got a working dropdown object that will provide a list of unique Sales Rep initials. If anyone else is reading this thread to do what I ...

Hey everyone - The January version of Method is now available.  Unlike previous updates, though, you need to opt-in to get early access to the new features.  Please see my blog post to learn ...

Staging site, SmartVault beta, Intuit Account OpenID and a touch of style New "Staging" site - starting today, the latest version of Method is always "opt-in".  We now have two production versions of Method for you to use.  In additional to the usual "live" site, we now have a "staging" site. ...

i'm trying to limit access for some of my users to the customize tab. their role is "staff" and i have made the customize tab accessible for staff. when i edit the users under step 7 of 10 i select which tab links i want them to have access to. upon logging in the customize tab is visible but when you click on it the only link ...

I'm trying to create a custom filter by view drop down option on the ActivitiesList screen.  I understand how to customize screen and I've gone in to edit the grid and successfully added a custom option.  I'm having trouble figuring out how to create the filter.  I want to create a view for activites due on or before ...

Hi nathersteiner, To find out which invoice screen is active, you need to do the following: 1.   Go to Customize > Tabs 2.   Locate Customers 3.   Click on Edit Tab Links  4.   Look at the Tab Link Name for Invoices 5.   Beside it, you have an associated screen 6.   You will then be able to see which ...

We did a BIG release today, a culmination of several projects coming together.  Here's an overview of what's new since our last release.     A new look with some new features - can you spot them?   Staging site Starting today, the latest version of Method is always "opt-in".  We now give you the ...

What is the easiest way to do a mass update to leads, opportunites, etc. I assumed that I could import an excel file with the information that I wasnt to update.  I tried to do that for my leads.  I created a file with FirstName and Name (the required fields) and 2 other columns for fields that I wanted to update.  Upon updating, ...