Method Community

Great question Jess! Try looking at your synchronization preferences under the QuickBooks tab. Near the bottom you should see Transaction History with the default settings set to maintain transactions for the the past 365 days. Change this from the dropdown list or better yet try clicking Show options per transaction type for details. You ...

I was trying to edit my origional user account to link it to a Quickbooks employee. In order to save that change I was requirred to reenter (or change) my password. When I enter the same password I had before I get an error saying: Password Failed: Password must contain at least 1 character(s), such as '!' When I created the origional ...

Hello, Quick question. I have a client with 19 outstanding invoices. When I view client in Method, the balance under "Existing Customers" is correct, but I am only able to view 4 invoices under the "Transactions" tab, which only total to $600.00 or so.   Same thing when I view under "Existing Invoices".  ...

Thank you. It was the screen caption in the error message instead of the screen name that threw me off.

Matt, If you think back, have you deleted the 'Add / Edit Activity' screen or done any customization that could have lead to this? If you’ve deleted the screen go back and copy it in and be sure to double check the actions for the GoTo link on that grid. From what you’ve described you get the message when you click GoTo from ...

From the call center dashboard, I click the My Activities tab. When I click GoTo for any of the activites in the grid I get a popup error that says: Could not run the 'Show Screen In Popup' command, as there was a problem locating the Screen 'Add / Edit Activity'. This Screen may have been deleted, or if you copied the original ...

I changed the name of the field I was trying to add and it worked correctly. I also tried adding the new field a second time and received a proper error message about it not being unique. So it seems to be working properly except when I try to add the field using the origional name.

No, I'm still getting the same error message as before. I checked in the Customer table in Method and the field that I am trying to add is not in there.

 We're getting a message that the field you are creating already exists.  Just made a couple changes on the backend to put that into the response message.  Are you getting a more informative response if you try again now?

It appears I spoke too soon. (Actually I was looking in the completely wrong place when I was testing it out). I tried to create a dropdown field in the customer table and I still get the "An error has occurred.  An email has been sent to Method staff.  If this problem persists, please contact the Method Team at ...