Method Community

Hi Guys Here's a simple trick to aid in debugging especially in a loop.  Add a label object to the screen with the caption debug.  Within your loop you can use the action "enter value into field on screen"  to update the label caption with the variable in question. If you need to see what's happening at each loop ...

 OK, that was at least part of the problem. However: now the user get a message that "user does not have permissions on this table." I went back to screen 8 of the user setting and it is set to "this user only has access to specific existing tables" with the drop down set on "All tables required for Outlook ...

There are 3 steps involoved to switch to the new CRM. Step 1: Switch Go to Customize > My Account. Scroll to the bottom. If you are currently using Method CRM and would like to switch to the new CRM, click switch to this edition for Method CRM for QB Desktop. If you are currently using Method Full Blown Edition(now called Method CRM ...

Blake, It's been really hard for me to adjust to "flying blind" compared to other systems I've integrated/supported/etc., but I can say I've found the overall Method platform really stable and I think the developer's have done a really good job of providing tools for the non-software development user that are robust ...

Hi haident, Have you given that user permissions to access the Method API and the tables needed for the Outlook plugin? When you setup a user on Step 8 of 10: Access to Tables, you can give them access to the Method API(Which is what the outlook plugin uses and you have an option to give them access to all the tables used in the outlook ...

When a user (not the administrator) attempts to add an Outlook contact to Method using the Outlook Add-in v 2.1.40 the following error is encountered: Error Returned from MethodAPI You have attempted to login without success 5 times in a row today. our account has been placed on hold until the administrator can unlock your account. (the error ...

The following are a list of updates which are now available for Method CRM. ContactsPortal_NewCase Updated so that the miURL used for emailing new cases to internal staff goes to Cases > Edit Case.  Before this was pointing to a CRM 1.0 screen which is no longer used. ContactsPortal_Cases Updated so that the miURL used for ...

Thanks Michael. Knowing you don't see an obvious flaw or better solution really helps.  This is working well in testing.

James, That is a pretty good solution and should work in your case. -Michael

Okay, I think I have a solution. QB maintains the field IsFullyInvoiced at the Sales Order Level.  By adding IsFullyInvoiced to the Sales Order Line Items table, the Sales Order Line will effectively Close when the Order is fully invoiced. I think this might be the most elegant solution.  As we are using SalesOrderLineItems as Make to ...