Method Community

Marcelo, A thought...add a current date field to your screen - format so only shows year... Date Function...format date = yyyy save as shared result1 .    Then Character function action "join" .... 1/01/ to Result1... this will give you beginning of year.....save as shared result.   then do a character function ...

I can't log into Method using the Google Gadget because my Gmail address is different than my Method CRM login email. The Gadget wants to login to Method using the wrong login.  How can I tell the Gadget to point to my correct Method login?   Thanks.

Just an update for anyone following this thread ... We took this conversation offline from the forum and confirmed that there is a bug with the SendToDesktop action not initiating a sync.  I've created a bug for the dev team to investigate and correct this issue.  I will post back once a fix is ready. 

[quote] I wanted to chime in here since this already works on my end even with the Outlook plugin. I went into Method to send an email using one of our email templates, once the email was sent to the customer (my sample "Amy Smith" must hate me) I went back to Outlook and the email does appear in the sent items folder. Here's the ...

I want to export a report to Excel. I designed a pivot grid in Report Designer based on the Invoice table. The report displays fine. Some parameters: The report is on a custom screen and is generated as HTM onscreen The following filters apply to the report on the screen: Fullname contains "Main Account" TxnDate is between ...

this si the response of the SO insert <?xml version="1.0" encoding="WINDOWS-1252"?> <MethodAPI RecordID="4217" response="Success"/>   after the line items are added this is the reponse of the senttodesktop <?xml version="1.0" encoding="windows-1252" ...

recid 4216

Looks correct to me. we're using basically the same code as you example. Everthing is created ok, the record ID looks somthing temporary, not a QB generated SO number. I've just created a new one that hasnt synced yet.

The following updates are now live for users of Method. Features Performance improvements to the Method:API - caching of dropdown list values to improve the performance of inserting and updating records (PL-4869)

Hi, There could be one of several issues If sync conflicts exist for the newly inserted sales order, this could prevent the sales order from being sent over to QB.  Have you checked to ensure no conflicts exist for the newly created sales order? After crossing referencing our logs on your account, I can see several errors created ...