Method Community

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 ...

Hi Beth, Thanks for posting. We will look into this and get back to you shortly with an answer. Regards, Denis

Hi Joan, Thank you for your post. We are looking into what would be the best option for doing this. We will get back to you shortly with an answer. Regards, Denis

I would like to have a form to input zip code to zip code and generate a route map.  I would then like to retrieve the total miles into a Method field.  I have not been able to locate documentation on how to do this.  Some help with this would be great. Thanks Heather Studer RPM Transporter

Perfect.  Thanks for letting me know.  ;) 

 Paul, When I was working on this on Friday, after hitting the import data button, the screen would refresh itself, and nothing more would happen.  But today, on a different computer, it worked exactly as you described, I got to the validation screen, then to the import screen, and all the records were updated.  ...

I am trying to import data into the Activity table, including data for the CreatedDate field.  No matter how I try to format the datetime data in the CreatedDate column in my CSV file, the data is imported without error, but when I go into the Activity screen in method to look at it, I get an "invalid data format" error popup.  ...

Hi Chris, The Method Sync Engine must be installed alongside every installation of QB that you use, as that is how Method detects changes on that particular QB machine. First, ensure that you have the Method sync engine installed (by going to Start -> All Progorams -> Method) on that particular machine. If it is, verify that the sync ...