Method Community

HI Paulette, At the moment Method does not integrate with the addtional fields found when using Advanced Inventory. -Michael

I had to rebuild QB data today (File > Utilities >  Rebuild Data).  So what happens with the Method sync engine after this?  Does it start from scratch or does it just do a full sync?    

James - do any of your invoice numbers have a dash ("-") in them? If so, that could throw off the algorithm that calculates the max invoice number (it's complicated stuff since we need to efficiently figure out if an invoice # "ab123cd" is less than or greater than "122" along with thousands of your other ...

Anyone tried the Method assignment of ref numbers feature? In limited testing I'm not getting the Invoice ref number assigned promptly by method, it appears to still wait for QB.  I did a full sync just prior to enabling and watched the integration engine on both server and client, but couldn't see anything out of sorts. I'll ...

When converting an Estimate to a Sales Order a Sales Order screen is opened when the new record is inserted into the Sales Order table. I can see where the default screen for the table Sales Order is defined, but I cannot find the configuration to determine under which tab the screen is opened.  The Sales Order screen is opened under the ...

Victor and others, thank you so much for your effort. The web-to-lead form is working "like a charm". Prospect no longer gets an error message and I get quality information in Method including the Opportunity, Lead Customer and any notes they left. We are now working on our website to lead them to a Thank You page. What a terrific ...

Hi Laura, As Danny said, the problem is not with WebForms settings, but with your email server settings. However, I did modify Web Forms in a way, that even if your email settings are wrong, the user will not get the ugly error message. Instead, everything will go as if no email error had occurred and user will be redirected to your thank you ...

Hi Paulette, I don't believe the fields are accesed by Method. I will verify this and post back. -Michael

Laura, It actually looks like the web form is working correctly.  Method is sending the email using your SMTP server settings.  When it attempts to send the email, it is getting back the following message from the server.   Your client had encountered an error with web form Web-To-Lead4. This may be due to incorrect setup of the ...

Hi Laura - that is disappointing for sure.  We'll get to the bottom of it though.  =)  Our web form guru (Victor) we'll be checking this out as well and posting back when he knows more.   See you next week!