Method Community

Good afternoon and happy holidays! It was a pleasure getting to meet so many of you at the Sleeter Conference a couple weeks ago in Orlando.  As you may or may not know, there was a featured Method presentation at the conference, and many disappointed attendees didn’t learn about this until after-the-fact.   To everyone ...

On Wednesday, November 25 @ 1:00pm EST, Ryan Bell will be taking you through the customer center. He will start off by adding a new customer, and work through the process of invoicing clients and issue credits. We will visit and display an example of how each screen works.  Space is limited. Reserve your Webinar seat now ...

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 ...