Method Community

Hi everyone -  I'm trying to make sure that all of our important customer information is showing in Method.  I haven't been able to locate the CC Email, or Mobile fields that are present as (I believe) standard fields in the Customer Information section of Quickbooks anywhere in Method.  I've looked at the ...

Please bear with me, I am coming to this project midway through finishing someone elses work. Currently my customer record has fields for the customer's first name, last name, email, phone number, and alt phone number. I use the phone number for home phone number, and alt phone number for mobile phone number. When I save the customer record, ...

Hi there, How do I create a tab behavior where our users can just tab through each individual field in order when they create a new contact? The current behavior is : Enter first name Tab It ends up on Direct Phone (expected behavior is tab to last name) Our preference would be first name (tab) last name (tab) Autofill Name (tab) Title ...

We've struggled with this since day one with the API. Now we are having an issue with SELECT calls. Received several failed connection attempts at various intervals over the weekend. Most of these are select calls made with the intention of cleaning up DB entries left over after transactions are deleted that could be messing with our ...

Hello - I am getting repeated QuickBooks sync errors, but only with Vendors. As far as I know, we don't do anything in Method with Vendors (that's done by the accounting department in QuickBooks). These all seem to be for vendors that we haven't used for several years and the errors look like this: QuickBooks returned an error when ...

Hi, For some of my customize screen, which I did not update them for quite a while, give my these popup dialog box. View post on this link which says my actions are taking a long time to complete....." For my two customize screen, they are doling (a) Launch another screen as a popup, (b) in a popup-screen, trying to generate a report and ...

Hi, When I tried to copy my customized screen to another, it always throws me an error: An error has occurred. An email has been sent to Method staff. If this problem persists, please contact the Method Team at method@methodintegration.com.  Even I can see that newly created screen on my screen list, all the actions of buttons are ...

I am trying to replicate the hyperlink nature of the Last Activity and Next Activity values in the CRM_LeadList screen for my own screen, but I don't see anything in the SQL override area for those fields. Usually I have to add something in the SQL override portion of a field (ie. for an email field) in order to make it a hyperlink. I want ...

I was hoping to get some advice on how to find and export customer information based on information in two related tables. On our Customer screen we have added a custom section that contains software registration information for each individual customer (serial number, version number, etc.). It is linked to the Customer table by the Customer ...

Customers, We know today has been a tough one, and we’re so sorry it has disrupted your ability to get your work done and run your business. We’ve diagnosed that some services are having trouble running in the current environment. What is the plan of attack? We’re working with our hosting partner Rackspace to move these ...