Method Community

Brandon, Thank you for sending in that information.  We were able to login to your account and see the issue.  We will reply back to you as soon as we have an answer and solution.  In the mean time, feel free to connect to QuickBooks as it shouldn't affect the dashboard screen.  Regarding the emails, did you perhaps copy ...

Ok, done.  Also, as a side note, the notification emails for updates to this forum have a REALLY LARGE FONT at the beginning of each email . . . so big I can't even read it.  If I scroll all the way down, I see the post in normal font. 

Hi Tricia, Thank you for your patience, we wanted to address your question regarding your invoice screen. In order to get the desired result, you would have to select the following options in the Go To Screen action: Screens: *Name of your custom invoice screen* The Screen: Has a specified Active Record ID Specify Record ID: Action Result ...

Just wanted to elaborate on my post from yesterday, to do this, you would have to create two text boxes, a button, and a mapping object. Then, using a character function, you would combine the first and second action results into a third line-break separated action result, which Google maps will recognize as two address points. Then ...

Bump   

Hi Heather, Kindly note that although you are not able to use zip codes alone, inputting an address into a field(s), and creating a button with a series of actions to capture the value of the addresses with the  plot addresses function would enable you to do this. As a reference point, if you have Method Full-blown edition, you can look at ...

Sounds like something isn't working properly in your account for that screen.  Can you please enable the Method Support user in your account?  This can be done by going to: Customize > Users. Check the checkbox for "Active" for Method Support.   Once that is done, please email into ...

Hello Alex, We wanted to get back to you regarding filtering in reports. There are indeed many ways to filter a scheduled report, including the three options you mentioned. In order to view, for example, a Sales by Customer report, for a specific Rep, (which is really a subgroup of your employees list), on step 8. Entity Type select Employee and ...

I continue to receive the following error on the sales center dashboard page . . . even after closing my browser and trying again. Sorry, but you've encountered an error try to view this page. If you continue to experience problems please try and close your browser, open a new browser and log back in. The screen you are trying to access does ...

Hi Joan, Because we are limited by what the Quickbooks SDK supports, we cannot directly access the costs and sales orders in Quickbooks through Method (i.e. closing out sales orders). You can, as you suggested, duplicate this process in Method by creating separate tables with a series of actions that replicate the desired calculations, however ...