Method Community

I am referring to either but if email notifications will work if that is easier. Can you go into detail and explain the steps on how to set this up through Method actions?

Inserted screen caps are not saved. How should I send them? They are long messages like "Error found in Cuustom UI XML of "Method In...." Line 3 Column: 36 Error Code: 0x80004005 Failed to find Office control by ID ID: TabNewMailMessage

I installed Method Outlook Plug-In 2.0 v2.1.40 update (run as Administrator) Win7 64 bit patched to current, Office 2010 SP1 I am getting these errors when starting Outlook and similar when doing various actions I reinstalled serveral times and tried disableing all other add-ins with no improvement.

Hi Satish, The only place where Method transfers credit card data to QuickBooks is when it is added in the Customers payment info when editing a customer and it that case Method just passes it along and does not get a response about its validity or if it has sufficent funds. If you are actually looking to accept payments in Method and process ...

Boyd- Thanks for the info Steven- Can you to Customize > Users edit the users having this issue and ensure that for step 5 that you have atleast one role checked. -Michael  

Debbie, Another option is to take a look at the actions used on the Standard Invoice screen when selecting a customer and apply those same types of actions to the Job of drop down. -Michael

Innovative, I am glad to hear that. The issue was with how grids were treated when being filtered by a field from the screen (In your case a drop down). -Michael

Hi m.ball, First you would need to add the Preferred Vendor as a linked field into the BillLineItem table using Item, once that is done you should be able to filter the Item drop down in the grid by Preferred Vendor based on the user that is logged in. -Michael

 Hi, I am new to method, I want to know how to transfer the data to quickbox. I have one section payroll, in that i can give the credit card details, After that i have a button validateCardDetails. If i click this button, i need to transfer this credit card data to quickbox to validate that card details like that card is having the ...

 Michael,   Yes and yes, it is step 5 and in each case it solved the problem for us.   Boyd