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Lance,
Example if you have HomeOffice, and HomeOffice:StockRoom, the root location is HomeOffice.
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Matt – I forgot to let you know that this was updated last week. See the Release Notes
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What is a root location? I can't seem to find an explanation on root locations anywhere.
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Hi Rich,
It is now working properly. Thank you!
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I believe the ambiguity is ultimately because of how the QuickBooks customer record is designed, and Method was, of course, built around QuickBooks. A customer record in QB can be a person or a company, allowing Method/QB to be used in a B2C environment as well as B2B.
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Hey Matt,
We were getting tougher on security settings, and we ended up making it a little too tight.
You should be able to use link.methodintegration/miurl now to login directly to your account if you have a valid session.
Can you verify this is now resolved for you?
Let me know,
Rich
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Coming from a background of ACT and Sugar, I had a hard time wrapping my head around how QB organizes this too. What helped me is adding the Company name field to the Existing Customers and Vendor grids in the old Method version. You don't need to do this in the new design. What's still weird to me is, a Customer is not required to belong ...
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Has anyone had a chance to look into this?
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Hi JameQ,
This is possible. In Method there is a Character Function action that has the ability to concatonate to text values together, you can place this action on the Lose Focus event of the Name field so that once the field is populated and the user navigates away from it, it combines the values and then you can place that new value on a field ...
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Hi Matt,
You would need to add a grid to the screen and make that grid reference the PropertyInformation table. If in the property information table you have a drop down the references the customer table then you can add it as an attached grid, otherwise you will have to add it as a detached grid. We have a webinar HERE on Grid objects.
-Michael
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