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Hey,
You can complete in three 'Basic Math Calculation' actions.
- 1) Field1+Field2 = ActionResult1
- 2) Field3+Field4 = ActionResult2
- 3) ActionResult1+ActionResult2 = ActionResultFinal
And lastly an Update Field On Screen: update 5th field with ActionResultFinal.
Give that a shot and see if it works for ...
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Wanted to add, it's also best practice to backup the QuickBooks file in the case of anything happening.
-- Mortaza
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Hey Gloria,
Try entering this text into the Format String field: {0:$0.00}
-- Mortaza
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Hey Alex,
Upgrading your version of QuickBooks and converting your QuickBooks file will not cause any issues with Method.
Just be sure that you are performing an upgrade on the file and not creating a new file and migrating the data. Method will sync based on the ID numbers from QuickBooks so as long as these don't change during the upgrade ...
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Hey Kelly,
Unfortunately that cannot be done. You can do it vertically, by horizontally(columns) is not possible.
-- Mortaza
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Hey Mahlon,
Looking at the API docs for Employees I do see it is listed.
https://developer.intuit.com/docs/api/accounting/Employee
I do see it states: 'The date format follows the XML Schema'
Also are you Adding the HiredDate to an Employee or Updating?
-- Mortaza
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Hey Mahlon,
I can put in a feature request for the option of closed opportunities to be added to the Gadget (or maybe a setting to show closed opportunities).
Working stricly from the Gadget, it will be tough to put together a workaround.
-- Mortaza
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Hey Mahlon,
I am unable to replicate this issue.
This is what I did:
I added a dropdown (PayRateItems) to the Employee table. In the PayRateItems dropdown I added the three choices as per your screenshot.
On a new screen based off the Employees table I dragged on two dropdowns: Employees and PayRateItems.
I am not experiencing that behaviour. ...
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Hey Kevin,
This can be done in Method:CRM.
What will need to be done is after entering the postal code, on a 'Lose Focus' event we will execute 'Call a Web Service' action.
In the call we will pass the postal code to the web service and making sure 'WebService Returns a Response' is checked, it will pass ...
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Hello,
If I understand correctly, you want to input a customer and as soon as you Tab off the customer the rest of the fields populate with that customers information (Number, Address, Email).
There are different ways to achieve this, one way would be to add 'Text Change' actions to the customers field.
Within the 'Text Change' ...
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