Method Community

Hi iLs, The green bar that reads Prospect Managment Grid is actually a section. A grid looks like the following (*It won't say activity grid in your case but the image will look the same)   If you hit edit on the grid you will see the option to add columns. Also if you haven't already taken a look we have alot of webinars on ...

Michael, I'm afraid I may have lost you there. I am in the customization tab, editiing the screen -> grid, but do not see any way to add columns. Here is what I am seeing on the edit screen: If I hit the "Edit" button it opens up a window to edit the Section, but not the grid. Also, did you have a response to the question ...

Ian, One more question for you, what browser do you normally use? Does it happen in multiple browsers for you? -Michael

No problem glad to be of help -Michael

iLs, Based on the message "Currently there are no fields added to this grid. Please edit this grid in Customize > Screens and add desired field(s)." It looks like you just need to add columns to your grid. If you edit that screen and then edit the grid, in step 2 it will ask you to insert some columns. Insert some columns and ...

 Hi Michael: It was my misinterpretation as to what to do with the sync engine on computer 2.  I was adding the account name - user name and password in the sync engine on computer 2 because I thought that was necessary to be synced to computer 1 "main computer".  After reading your message, I went back and did a ...

Thanks, Michael. This may seem like an odd question, but how do I export the contents of the table? UPDATE: I was able to export the table, and the data I had imported was in there. However, the data exported in a strange way with contents from fields in seemingly random rows and columns. Any way to fix this? (i.e. Email addys all in one ...

iLs, That's a bit odd. I am going to suggest trying to export the contents of the table you created and make sure that it actually has data. [quote user="iLs"]Good to know, thank you. A follow up here... if I use the QB established fields, but also add custom fields via Method (which I won't need to have in QB) am I still able ...

Hi Shirley, For the Method Integration Engine to work QuickBooks has to be open on the computer that the Engine is installed on. The 'Main' computer's sync engine will take care of the Full Syncs and Changes-Only syncs and the sync engine's on the other computers will get put into listen-only mode and listen for changes in in ...

[quote user="Method_Michael"] Did you create a new screen for this table / does this screen have a grid?[/quote] Yes, I created a custom screen and it does have a grid. I added the custom fields to the grid. When I check the screen, under the custom Tab, the fields all show up, but none of the data I imported is showing up. For some ...