Method Community

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.

Tracy, I tried it out in QB, and was able to duplicate the problem.  As suspected, QB is very confused by the address. Check out this screenshot, as proof.  This is what you have when you click Edit for the address in QuickBooks:   It doesn't know how to deal with the address at all, and start duplicated parts of the ...

pdirect, These are good suggestions. I will move this to the appropriate forum here -Michael

Pdirect, The issue may be caused by the Integrated Application settings for the Method Integration engine in QuickBooks. Try the following in QuickBooks. (You will need to be in single user mode to do this) Click Edit > Preferences Click Integrated Applications and click the Company Preferences tab. Select Method Integration Ensure for ...