Method Community

[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 ...

Hi, I've created a sales order and line items, called the sendtodesktopv2 method which returns sucess. the SO is created in method, but not sent to the desktop server.  If I wait until afull sync happens or open the SO in method and click save, it's sent to quickbooks as expected. What causes this hangup and how do i fixit it to ...

I'm reposting here becuase i am still having an issue with this and am hoping someone can help or that someone else has ran into this in some way... I have deleted everywhere i used the new TagList, I have deleted the field from the Customer table. I have recreated the field and put it back into add new customer screen for ...

Greetings. A button that I have been using for well over 6 years without a hitch will not work anymore.  Efective today when in estimates and when i press the "create/lookup workorder" button, the screen pops up but no customer information follows the WO.  No customer and no line items.  This is a pretty old custom screen ...