Method Community

The following question came in via email: Hi Val, Since I have previously used another edition with my data file, should I disconnect that in QB? and should I redownload the sync engine? I didn’t see any mention of this situation in the forum/instructions Answer: We have created a new Method account for each of you to sync with a ...

 I received the following question via email: I have searched the documentation and the forum with no luck so I think it’s ok for me to ask you about reports.  No reports show up at all in my report screen.  Were basic reports supposed to be synced from QB?  I’m not sure if there is something I need to do to import ...

A user had the following questions sent via email: Val: Now that I understand the date parameters, I’m not having any problems. Did Method send out any notice or information when the date thing was changed? I have one other question/comment.  I notice that sometimes when time is edited through Xora first, that Method will not pick it ...

Hi. Browser: Firefox Path: |Tab::Sales Center| -> |Screen::Sales Center Dashboard| -> |Section::Activities| -> |Object::Activities_Grid| Steps Taken: 1. Opened the edit wizard for the grid. 2. Moved to the "Step2: Grid Columns". 3. Selected the "Advanced" Link for column "Type".  (This opens ...

I'm trying to copy your section in the activity screen that allows emailing. I want that section available on my invoice screen. I'm not understanding all the programming of how to get it to work if I create each field on my own and try to figure out how to re-create all the actions you have already created in ...

Hey Everyone, I had a question sent to me over email that i wanted to share on the forum. Post Ryan, Are we only allotted several fields per section, i.e...... I created a new section and dragged the City, State, Zip from another section only to find I had no more in my tool box to replace them? Can I create another field in my toolbox to ...

We received an email from a user yesterday that I thought might be a common question.  After checking with them, they were only too happy to have their question and answer posted, so here it is: Question: Question about the application that would run on our system.  Is it able to be run on a terminal server?  We have moved away ...

The following questions came in via email: “I’m interested in learning more. 1)    Do you have anything industry-specific for Landscaping? 2)    Do you offer tracking of sales/commission information? 3)    Do you offer integration with MS Word for contract creation?” I can ...

Hi Everyone, I received an email from Fran who asked…. “Is there a way to copy screens/tables so that you don’t destroy your originals?  I tried but wasn’t successful at doing either of these. How do you know what fields will sync  back to QB?    or are these the “greyed out” fields ...

 I am trying to create a dropdown field in the customer table through the API. When i run the code I get the error message "An error has occurred.  An email has been sent to Method staff.  If this problem persists, please contact the Method Team at method@alocet.com." How do I find out what the actual error is so I can fix ...