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  • Re: Sales Order Auto Generate

    Just got this bit of info from a representative:&nbsp; Hmm, I&#39;m not sure if the API works different. But on the front end, there is an action on the Save button. Once you click Save on the Sales Order it pushes the transaction over to QuickBooks in which it assigns it with a SalesOrder# and syncs that back to Method.
    Posted to Method:API Q&A (Forum) by wayneteng on 03-21-2016
  • App Ribbon New Button

    Hi, I successfully created an App Ribbon for the Contacts App from my custom Jobs App.&nbsp; See attached image.&nbsp; When I click on the +New in the Contacts App, App Ribbon, I want to get the Active Record ID of the Contact so a new Job can be created with that Contact Active Record ID prefilled.&nbsp; All standard Apps (Invoice, Estimates, ...
    Posted to Method General Q & A (Forum) by kenichirio on 03-21-2016
  • Filter by Current Season

    I have an activity grid that shows me all the completed activities for a particular customer. How can I create a filter that will only show me the completed activities for the current year, without editing the filter every year
    Posted to Method:Classic General Q&A (Forum) by Marcelo11756 on 03-19-2016
  • Re: Problem while creating new app ribbon

    I am encountering this same issue when making an &nbsp;app ribbon for my custom app, also joining the customer field to the Entity field on the Contacts table. Is there any update on this?
    Posted to Method General Q & A (Forum) by Jack on 03-19-2016
  • Deleting a record in table using delete link in grid

    I am trying to use a common delete approach in Method New in a grid and i have tried everything i can think of an is not working. &nbsp;Please help me understand how to use links to use the record ID of the grid&#39;s item link selected such as delete. The where i have recently tried is not ...
    Posted to Method General Q & A (Forum) by bergyver on 03-19-2016
  • Day Date Function Format Choices

    For the Date Function, the formats for a day are kinda misleading and the same. &#39;Short&#39;&nbsp;is the same as &#39;DDD&#39; &#39;Long&#39; is the same as &#39;DDDD&#39; I get these results when using a session current date/time and when using a specific date. I would like to see the sma eoptions given for month here as ...
    Posted to Method:Classic General Q&A (Forum) by Jack on 03-18-2016
  • Character Action corrupts on Edit

    This must&#39;ve been a recent development. If I try to edita character functionthat has already been added, it is corrupted...some of the fields hidden, action resultno longer exists, etc.
    Posted to Method General Q & A (Forum) by mahlonf on 03-18-2016
  • setting active record id

    how do i set the active record id of a screen from a pop up screen?
    Posted to Method:Classic General Q&A (Forum) by Marcelo11756 on 03-18-2016
  • Re: Retrieve File

    Hi, File attachements do not synchronize between QuickBooks Desktop and Method, this is a limitation with the current QuickBooks SDK integration. If you are in need of accessing QuickBooks files, there are third party products avaialble (such as SmartVault) that integrate with&nbsp;QuickBooks. &nbsp;SmartValut allows&nbsp;you to store documents ...
    Posted to Method:API Q&A (Forum) by Method_Jonathan on 03-18-2016
  • Re: Retrieve File

    I attached a file to SalesOrder in quickbooks. What field can I use&nbsp;MethodAPISelect_XMLV2 on to retreive this file?
    Posted to Method:API Q&A (Forum) by wayneteng on 03-18-2016
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