Method Community

Is there a way to tell Method to stop trying to sync a Sales Order to QB? I've turned off syncing of Sales Orders going forward using the Method config screen but there's existing sync errors that I can't clear up. There has to be some data on the record that I can modify/delete to make it so Method stops trying to sync ...

What causes TxnLineID sync errors? Is there an easy way to fix these? 

Hi I have created a new object called SalesOrderPackage to store details of the shipping packages sent to customers to fulfill orders. I now want a report which shows all sales orders where a SalesOrderPackage exists.  I have created a report on the SalesOrder table with the SalesOrderPackage linked as a child to it, however my report is ...

I was assigned leads by the administrator from a list. Now the contacts show up but only under "campaigns -> list builder" and I need to see them under "leads" as active leads. How do I do this?

Hello Method! I just have a quick questions about grouping in the report designer. Here is what it looks like: We are trying to group the Bill.TxnDate. As of now, it is grouping the bills by the day of the month. Is there a way to have it group the bills just by the month? Thanks,

Hi Fred, I'll take this over for Mortaza and apologies for the late reply. This is certainly acheivable, and there's a few ways I'm thinking of, though none are simple customizations. Instead of using the recurrence object to create your other work order occurrences, I'd suggest simply using a button to insert your ...

Hi ayoung, Yes, we do have a plan to put that functionality in. Unfortunately, I don't have an ETA on when that might be, but we do know its important to many of our users. - Adam

Hi Jonathan,  Sorry for the late reply. I'll take this over from Mortaza. Assuming the tablink itself isn't changing names, I can't see why it migh be happening. Is the action set occurring on a button click or load action?  I'm wondering if there's a race situation happening and something isn't completing ...

Hi John Very strange, all working now.  Thanks for getting in touch! Cheers Rick

Hi John Thanks for the message. Choice #1 I think.  On each page I will have the customer name, shipping address, then a list showing the order e.g.   2 apples 4 strawberries Does this make sense? Thanks Rick