Method Community

Correction: Export your Entity table and look for duplicates. It's possible there may be something missed if you export the 4 tables separately. Sorry about that. - Ashur

Hi SuzanneB, Currently there's no feature built into Method to allow direct scanner uploads. One option you have is to utilize SmartVaults Scan to Cloud feature which allows you to scan documents with a TWAIN-compliant scanner and have them upload directly to SmartVault. You can then go into Method and Fetch existing SmartVault ...

Export the following tables and search for duplicates names, if you find any then delete them in Method. *Note: If you have any transactions associated with them you won't be able to delete them. Customer Vendor Employee OtherName If no duplicates exist please enable the MethodSupport user on your account, then email me your ...

Another thing to add, if for any reason you have duplicate Entities (Customer/Vendor/Lead/OtherName), the FulName field will not be displayed as an option. So you would need to clear out the duplicates first. - Ashur

Hello theavspecialist, If you create a dropdown field and use the selections from an existing table you can select the FullName field from the Customer or Entity tables. See my screenshot below. If you're still unable to see the FullName field when selecting the Customer or Entity tables then try regenerating your Customer table by ...

Hi Angie, As per our discussion yesterday try using a different browser, such as Internet Explorer or Mozilla Firefox, to see if the issue persits. This isn't how the stock screen behaves and I have not been able to replicate this issue. - Ashur

Hi PetzLife D, When you're importing your data on Step 2: Prepare Data, ensure that there are no duplicate fields on the 'Select the columns to import' section. Take a look at my screenshot below, you'll see that the Name field in my CSV file (surrounded by quotations) is being linked to the Name field in the Customer table ...

Hi National, That's a good question but a very hard one to answer. You can setup QB and the Method Sync Engine on a server computer that runs other applications and tasks as well, however, performance may vary depending on the amount of computer resources being used. You can test it out on that system for a week or so and monitor the ...

Hello Bryan, I responded to you by email earlier with the below response. If you're still experiencing an issue please respond back to that email. We haven't changed anything on our end and there have not been any reported issues regarding emails being sent from Method. The error message you're receiving states that your mail ...

Hi Mike, Can we schedule a phone call and screen sharing session please? Email me times when you will be available, as well as the best number to reach you on, and also please ensure that the MethodSupport user is Active. - Ashur