Method Community

Robert,  Thank you for your forum post.  I would recommend calling Method Support @ (1-888-925-6238 x2). They will be able to login and take a look directly at your account.  Please advise if any further information is needed. 

Hey Cardinl, We don't have any specific examples for donors, but on the documentation, you should see an example for creating an invoice with items. The post for creating a donation would be similar except the table you would be specifying is sales receipts. The general steps would be: 1.Create a customer using this ...

Andy, I don't see a CustomerName field in my Customer table, is this a field you put in?  There's a Name field and a Customer field.  The Customer field is a dropdown box, which is what we use to link screens and tables together.  For instance, the Activity table has a Contacts dropdown that is linked to the Contacts ...

HI Greg, I read your original post and it got me thinking about how I might solve this problem, thought I'd share. Much of this overlaps with Chad's comments:   - What you're describing is a many-to-many relationship, not a one-to-many. As you said, one FSR can have many calls, but one call can also have many FSRs.  - The ...

Hi peoples =) .. 1) "..I haven't been able to figure out how that table grabs the description, item, etc. from QB.." The link between method and quickbooks is the method engine installed on your machine. There are fields in the pre-made method tables that correspond with a field of the same name in quickbooks. The integration ...

[quote user="hawk1878"]  Ok then 2 pieces of feedback: For the developer this makes sense, but for the end user, they will need more customizable options for resetting their method database account. It is my experience that many times when multiple errors are encountered, being data damage (I’ll post for this at a later time) ...

Hi, I think I have a grasp of what you are trying to do.  I just have a few follow up questions first. Am I correct in assuming that a customer can own multiple counties, but a county can only be owned by one customer? Assuming that, I'm not 100% sure if I'm suggesting everything you need just yet, but here goes. First ...

Hi Lisakay, [quote user="Lisakay"]What I'd like to have the fability to have the "Sub-contractor" field be a drop down with the choices of any Sales Rep I have entered into Quickbooks.[/quote] This can't be done as that data is sent to Method as text, not as a dropdown field. [quote user="Lisakay"]Is ...

Hi athakur, When you run the following query on your account, the response of that query has the next link generated with next 100 records in the list. For example if you run the below query: https://rest.methodbuilder.com/api/v1/tables/SalesOrderLine?skip=0&top=100&filter=SORecordIDTxnDate le ...

Hi athakur, Here are a few things I found in your query you are using, You should not be using "?RecordID eq 17537" at the end. You can try something like https://rest.method.me/api/v1/tables/SalesOrder?filter=TxnDate ge '2024-06-20'. To filter even further, you can try using the timestamp as well, appending ...