Method Community

I received a payment from a customer for 2 invoices, applied the payment to the invoices in QuickBooks, and in QB the customer balance shows as $0. However, in Method the customer still showed a balance due in the customer list. I ran a full sync just to be sure. The customer center shows all of the transactions, but apparently was ...

Hi Matt. In the end, I was still curious why the "Enter Value Into Field on Screen" using Grid:Column1 to place into "myField" doesn't work. Why search an entire table to find a match when I have what i want is sitting in the grid ready to be transferred? Is this action not suppose to be able to transfer data from a ...

 Joe, I think I kow what you are talking about with your follow up question. It sounds like you are trying to enter a value from the grid onto the screen. It sounds like you are trying to do that using the "Enter value into field on screen" where you "retrieve value from" a field on the screen (being Grid:FieldName). ...

 Peter, How does Method account for daylight saving when displaying the information back? I have quite a few jobs that were transferred with a start date of Jan 1, 1980 12:00 am. Now in QXO I have a  bunch of jobs with the due date start of Dec 31, 1979 11:00 pm. It is possible that those jobs were transferred in the day or 2 before I ...

Thank you for emailing your info to us.  Looks like the User Name was changed while you were adding all those new users.  Please see your email for the solution.  Paul 

 Thank you for the response, and I will send the information.  However, as a note, I am fairly confident that I have been entering the correct password,  I have not changed it since the set-up and had been using it earlier today until this issue occurred. Thanks again.

Selectsg - Can you email your company name, address, and phone number to method at methodintegration.com? As a security precaution, if you enter the wrong password 5 times in a row it will lock you out.  Not sure if that's what happened, but I can look into it for you. Paul

I am a new Method user, and I was working on set-up and customization today (Saturday, 11/21).  After adding some users (non log-in type), the system has locked me out.  When I attempt to log-in it does not recognize my user name (the admin log-in with which I have logged in many times), and when I try to ...

Sorry for the piss-poor explanation... life has thrown a few things my way i'm not coping with at 100%. Screen: New Activity (Copy) Object: Custom Grid dragged onto screen. Grid is based off a custom table that i created called ...

 Hey Joe, One of us is starting to slide, I tested this out and I was able to get the show message to work, I did the following: Copied the Customer List screen Edited the Customer column and added a show message on select Save and close.. and when I tested it, it worked fine. Let me know the steps you're taking as well as the screen ...