Method Community

Nathan- This should no longer be an issue. Any changes made from now on will not clear out any of the notes. -Michael

Hi Navitha, I’m curious to know what table the grid is built from and what field you are using? My hunch is that this is also related to the time portion of the date/time field . Can you please email me (1) name of the account (2) name of screen. (3) where I can find the actions. Also, please be sure that the Method Support user is enabled.

Modifying the JournalEntryLine would NOT send the tranaction to QuickBooks.   Modifying the JournalEntry WOULD send the transaction to QuickBooks. After you are finished editing all your JournalEntryLine records, call the SendToDesktop action for the JournalEntry and that will tell Method "hey I'm doing making all the modifications ...

Paul, I'm trying to modify journal entry lines via a loop.  It loops just fine and updates the record in Method, and they show that they have been modified in the Method audit history, but nothing gets pushed to QuickBooks and i'm not getting any conflicts or other error messages in Method or on the Desktop. Just to test it out, ...

Inclusivite- Did you maybe add the 2 drop downs as unbound fields? If you click on edit on the fields in the designer do you see something like Step 1 of 6: Dropdown Field Properties for field ProjectType or Step 1 of 6: Dropdown Object Properties in the top left of the popup that comes up. -Michael

When I export an Opportunity Table I have over 100 opportunities.  I can go to each customer/lead and see the opportunities.  However, when I go to my Opportunity List to filert and view opportunities I can only see 2 or 3.  What is going on?  How can I fix this?

Nathan- I have been able to duplciate this and have created a ticket. I will update this forum post when I have additonal info. -Michael

How would I go about creating a way to view my leads by city or location?  I guess I'd need to do the same for customers and opportunites as well.

Sounds completely unrelated to your original question. What kind of existing transactions are you modifying? Are there any messages coming up in the actual sync engine activity log on your desktop? Paul 

Paul, I'm still having issues with this.  The error message isn't showing up anymore, but when I make changes to the existing transactions, updates are still not being made in QuickBooks. I tried doing a full sync in addition to a changes only sync, and nothing is happening.  I'm wondering if I'll continue to have issues ...