Method Community

Also, for clarification, We are able to do other MethodAPI calls on the table, just not insert. We can call method to get all the fields for the table, but Iwe still get the error when trying to insert a record. Thanks for the help, Bryan

Hey guys, I just updated my account to the new CRM pro to take advantage of the Documents table. We are trying to make API calls to the new table but are getting this error. "Failure. The API could not validate your log in.  Please make sure you have entered the correct Company Account, User and Password, and that each are spelt ...

Hi Ashur, SO I tried the alignment thing in all different scenarios and it did not work. The only way I could get it to work was to put it in its own separate row. It works now. Not sure what changed in the october version but something changed and my screen didnt like it. Thanks for the help Bryan

Good morning, I noticed this morning that there is a slight alignment problem with the October version in my estimate screen. The tax line is supposed to be under the subtotal linie but in the October version it is now to the right of the subtotal. I have attached screenshots for your review, as you can see, it is under the subtotal in the ...

Hi Chad, well, I have tried all of these things and still no luck. When you say permission issues, can you help me with that? We havent changed any permissions in QB since we had the last computer. Thanks Bryan

Hey guys, I am in the service industry and we require signed agreements from our clients. Cirrently, we send the estimatesthrough method as a PDF attachment and the customer has to print it and sign it and fax or email it back to us. It's very rare that we sign contracts on site.  My question is,do you know of a third party software ...

Hi Mark, thank you for that link, however, that is where I first started. I found a company through my wireless provider that basically does digital forms on wireless devices, yet they also have a way to sync the data on the back end using API. I'm hopeful they can make it work. WIll et you know. Regarding the login for my developer, what ...

Hi Dave, yes, I have him active. I am adding him as an additional user since I have never worked with this developer before. I guess I should ask, do you guys have any preferred developers that can create an iphone or ipad app? Thanks Bryan

Thanks Dave, my only concern is security and permissions for the developer. I saw that in step 8 but when I tested it using his login i created, he wasn't able to access it. I guess I should just give him full access for everything? Bryan

Hi everyone, I am looking into having a third party developer create an app for me using API. Question is, how do I set him up so he can access my account to start the process? Do I need to create a user for him? How is this typically done? Thanks Bryan