Method Community

Robin, Mario and James - I wanted to give you an update.  The dev team is still finalizing making some changes here, but here is what you can do in the meantime: 1. Go to Customize > Display. 2. Click Save Settings. This will force it to create the color scheme again. 3. Sign out, sign back in. In my tests this solves the ...

I just start to using Quick Books and entered about over 100 of invoices into it. After I sync data with Method, I only found 13 Invoices in Method and all of the invoices are recently inovices which all of the invoices I entered before July was missing. Does anyone can give me some idea how to fix it? I really appreicate if I can get solution ...

 Thanks for posting. We’ll be sure to consider this feedback during our next meeting and reply back to this post.

Category: General Topic: General Scenario: It would be helpful to know the duration of each webinar when viewing the titles.  Simply appending each title with the length in minutes would be nice.  Thanks.

 Valbon, It definitely helps to know that if I add a field to the Customer table it will appear in the Entity table. Initially, I could not find some of the custom fields that I added to one of the tables (can't remember which is which) in a screen based on a table with "shared" fields. I am wondering if some of the ...

Kelly, I tried doing this and it worked fine for me. Has anyone in your account been able to successfully send an email from this area? What about your user specifically? This message is suggesting the authentication failed. Did you get a chance to review the link I included in the response above? There is some great tips there. I promised ...

He Shelly, To help you understand the Entity table please refer to a previous post. All fields are shared among the Entity, Customer, Employee and Vendor tables. Adding fields to any one of the tables will make them available in the others. It sounds like you've added custom fields on the Customer List screen and are trying to get them to ...

We have held a number of webinars in the last year and based on your feedback, everyone seems to really like them. We believe they would be even better if you were involved in coming up with the webinar topics, so it's time for you to tell us what you would like us to cover in future webinars. You are probably working on a customization ...

I set up an action where everytime an email address changes an email is sent out to the appropriate person.  It works great!  What if the email address change occurs in Quickbooks?  The change obviously shows up in Method, but the text change from QuickBooks doesn't  trigger any action?  Is there a ...

Bob - The CompanyName is a *linked field* in the Contacts table, which makes it read-only.  It is just a fake virtual field that is pulling from its real resting place, the Customers table. Think of ABC Company: Customer Table: Name: ABC Company Inc.  (this could be John Smith if it were a residential customer) CompanyName: ABC ...