Method Community

Hi matlow99, Is this due date going to be displayed based on each transaction or just a general due date? Either way the steps outlined below should give you the 15th of the month in any situation . Get the current date from the session( Or date from any date field) Use the Date Function action to get the first of the month from that ...

Hi Lee, Steps to add SalesRepName as a linked field: Go to Customize > Tables/Fields Look for the Customer table and click Edit Fields. Select Add a Linked field Select SalesRep in the Link Using drop down list. Select SalesRepName in the Linked Field drop down list. You can leave the Display As as is. Click Add Field Click Finished ...

Yes, it has done a full sync.  But what I think you're missing is that it won't even save this info in Method.  If I put a cc card in Method, switch to another customer and then come back to the customer with the cc, the cc number is gone.  So that doesn't seem to be a sync issue to me.     

pdirect, Have you tried a full sync (Method may have preformed one since this post was posted)? If not from the Method Integration engine on your desktop go Synchronize > Full Synchronization. -Michael

I would like to have a due date display in the contacts portal home screen and transactions screen. I would like the date to be the 15 of the current month. Example: If we are in the current month of March, I would like the screen to display the due date as March 15, 2011 or if it's July, the due date should show July 15, 2011 and so ...

Michael - You said: The easiest way to do this is to link SalesRepName to the Customer table using SalesRep and then use Customer.SalesRepName as the merge field. To use SalesRep.SalesRepName you will have to retrieve the sales rep's RecordID and use that in the merge Character Function. I don't know how to do what you suggested ...

Okay, just kidding. Figured it out. Realized that hitting any of the copy icons next to the default screens eventually lets you choose user created screens to copy.

I'm looking to create a copy of a screen that I created, similar to how I can copy one of Method's default screens to edit. Is there a way to do this?

Thanks Michael. Both tips worked perfectly.

I made the change you suggested, but that did not fix the problem.  Now the expiration date will come over from QB, but no information will go from Method to QB . . . and Method won't even save the cc info.