Method Community

Hi Jack, You'll need to change the 'Quotes field' Dropdown from CustomerID_RecordID to just CustomerID. Other than that, everything looks good :) Thanks Jack. -Ben

One more question:  How do I pre-populate the contact dropdown on my quotes page when a user clicks the new button for quotes in the app ribbon on the contacts screen?

I can access the new version but I am unable to access the classic version at this time.

That was what I was missing! Thanks Ben!

Thanks for support. I understand now.

Hi milos, It looks like you're using Method for QuickBooks Online. In this case, I don't believe that the JobType table is currently in-use. If you're planning on building a custom workflow, I'd recommend that you instead create your own custom table for this. It's always a possibility that Intuit will implement this table in ...

First of all, this screen has been created years ago without any recent modificaiton. Just start acting up. Change the Sales Price, click save and close. Go back into the edit saw the change is there. Move onto the next item then saw the Sales Price has been changed to the same amount. Try a different item and saw the same thing. Regenarate the ...

 got this stdClass Object ( [MethodAPIFieldListV2Result] => <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Success" ><MethodIntegration Table='JobType'> <Record> <SupportsAdd>true</SupportsAdd> ...

Hi milos, The only fields that I can see are missing from the API are EditSequence and TimeCreated. EditSequence is only useful with regard to the sync with QB so that leaves us with TimeCreated. Is there a reason you need to access this field via the API or is there another field you're unable to see as well? --Audisho

Hi Jack, Have you Set up the Record Summary in the Quotes App? The Record Summary shows How the individual 'Quote' Records will be displayed on App Ribbons, and not setting this up will cause a Parsing error to occur when clicking the app ribbon itself. For example, I have a Cars App ...