Method Community

The following question came in via email: Hi Val, Since I have previously used another edition with my data file, should I disconnect that in QB? and should I redownload the sync engine? I didn’t see any mention of this situation in the forum/instructions Answer: We have created a new Method account for each of you to sync with a ...

Alex, We made a minor update in the code for this particular field. You should now be able to locate the Sales Orders where IsFullyInvoiced is equal to yes. Try this on your end by doing a sync and the IsFullySynced should get populated. Then try creating or editing a Sales Order in QuickBooks. Thank you!

Welcome Beta v2 Users! I’d like to start by thanking everyone that is taking part in our Professional Services Beta program. For any newbie’s to our community forums this is a place where you can ask technical questions, how to questions and most important of all, this group provides a means to collaborate for early feedback on the ...

Unfortunately I have put in a lot of time experimenting with both of these fields already without any success. I see that IsManuallyClosed comes from Quickbooks. When one wants an otherwise unfilled - or partially filled - Sales Order to be closed in QuickBooks, one checks this box in QuickBooks and this value does successfully carry over into ...

Hi Alex, If you look at the SalesOrder table in Method you will find two fields you might be interested in IsFullyInvoiced and IsManuallyClosed. You can use these two fields to help filter the grid. Hope this helps,

I have created several screens which automatically filter by sales rep depending on who logs in. I have created a screen that lists Sales Orders by rep using the SalesOrder table. How do I filter the Sales Orders to only show those that are open (i.e., similar to an Open Sales Order report in QuickBooks)? I can not find any appropriate field to ...

 Hi, Yes, there is a way to schedule recurring activities to appear on someone else's calendar. To do so you'll need to open a new activity and fill out the info under 'Add/Edit Activity' - here you'll select the person that the activity should be assigned to. Please note this activity will be the series, think of it ...

Tal, After doing a lot of research and digging around through blogs, forums, articles and the Microsoft site, this actually looks and sounds like an issue with IE. It does not seem to be a Method or Xora issue. One of our Method staff is actually experiencing the same IE crashes on a nightly basis…and no we are not on Method all night. ...

Is there a way to schedule an Activity to show up on someones calendar every month?

  Hi Method Community, This document provides you with all the steps you need to get Method setup on Right Networks, courtesy of our very own consultant, Amanda! If you feel this document is missing something, please let us know. Danny