Method Community

This must'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.

how do i set the active record id of a screen from a pop up screen?

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 QuickBooks.  SmartValut allows you to store documents ...

I attached a file to SalesOrder in quickbooks. What field can I use MethodAPISelect_XMLV2 on to retreive this file?

The problem is Invoice RecordID is saved in a shared result, when it is used to create invoice line item, something went wrong randomly. If I save the Invoice RecordID in a text box, and use from it, it is much stable. I do believe there must be something wrong or limitation in the implementation of Method's "share ...

Before the update on Dec 9, when a drop down field was clicked to open you could begin typing immediately to search. Now you need to click the search box before you can type which is a huge productivity issue. Is there an ETA on this?

Hi, I am considering using Method:CRM, and I am currently using Megento with Stripe Payment Gateway. Has anyone built the bridge for Magento to be integrated with Method, or can assist with this? Thanks, Mark  

I'm using Classic Method and attempting to create a drop-down box that will allow me to assign all customers/vendors within a specific area to a specific user, based on the city/state that the customer is in. That user will then be able to delegate the tasks to their crews depending on the region/district that the person is in. I created ...

Hi Alex, Just some thoughts....I know you know your way around Mehod,.....Are you checking for RecordID in the invoice line table or checking for INVOICERecordID? I would export the Invoice table and invoice line table and check ID's.  

Hi ITfrom Valor, One of the tricks used to generate report filters is to add two variable fields to the COMPANY table, Like RptDate1, RptDate2.    The Company table has only 1 record and it is available for every report.  Then on your screen - set up fields to choose your dates.  Through actions, populate these values to your ...