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  • Re: Method:CRM's ability to push data out

    Steve Yes, we would be able to call a 3rd party API any time a new order is created within Method. Example - I create a Sales Order in Method.&nbsp; Clicking the &rsquo;Save&rsquo; button initiates a call to 3PL that pushes order information into 3PL. &nbsp; Yes, we can query an outside API to retrieve information like tracking numbers ...
    Posted to Method:API Q&A (Forum) by Method_Jonathan on 11-17-2015
  • Re: Mobile Classic Version

    Hi Suzanne, You&#39;ll need to give the user attempting to access the mobile version of Method permission to do so before they will be able to log in this way. You can do this by navigating to the&nbsp;Customize&nbsp;tab and clicking on the&nbsp;Users tab link. Here, youll want to scroll down to&nbsp;the&nbsp;Edit an existing Users&nbsp;section ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-17-2015
  • Re: Transaction Table Loading Grid Error

    Hi Jonathan Its hard to diagnose without seeing the grid itself, but it sounds like there is probably something with an SQL override on one or more of the columns in this grid. If you remove the Overrides one at a time (Might be best to copy the screen for testing before you do this) to narrow down where the issue lies, we can go from there. If ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-17-2015
  • Re: State Field Changes When Creating an Estimate

    Hi there, Ive done some testing on my end to attempt to replicate what you are describing and It looks like Ive come across a bug in QuickBooks. Ill have to do some further testing to confirm my suspicion, and some help from you in the matter would be greatly appreciated. I suspect that QuickBooks is attempting to auto complete address ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-17-2015
  • Customization Question

    Hi, I had an e-commerce portal customized a while back.&nbsp; We were using a third party warehouse at the time, and we have a field in Quickbooks that I asked to be auto generated to the EDI code for that warehouse.&nbsp; It would be the default code when someone places an order that syncs to Quickbooks.&nbsp; I need to change that code.&nbsp; ...
    Posted to Method:Classic General Q&A (Forum) by DAllen100 on 11-17-2015
  • Method Updates - Nov 18, 2015

    The following updates are now live for users of Method.&nbsp; Fixed Newly installed apps now immediately show on dashboard. (Ticket PL-2455) Addressed various issues causing app&nbsp;and app pack&nbsp;installation/updates to&nbsp;fail.&nbsp;(Tickets AS-1428,&nbsp;AS-1401, AS-1373) NULL values are now included when using&nbsp;&quot;Not ...
    Posted to Release Notes (Weblog) by Method_Michael on 11-17-2015
  • Re: Add User Issue

    Hi Again Jonathan, I just tried emailing you and it bounced back instantly. Looks like we must have the wrong address on file for you. Would you be able to email me directly so I can send you over some more info? My address is in my signature. Thanks Jonathan! Regards, Ben
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-17-2015
  • Re: Add User Issue

    Hi&nbsp;Jonathan, Im going to Email you directly with some more info. Thanks Jonathan. Regards, Ben
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 11-17-2015
  • Memo Field with Date Stamps?

    Is it possible to have a memo field or note field with date stamps under the customer tabs? It would be nice to be able to keep track of all activities done associated with a customer, including date stamps and time.
    Posted to Method:Classic General Q&A (Forum) by JGAnderson on 11-17-2015
  • State Field Changes When Creating an Estimate

    Is there a reason why the state field sometimes changes when creating an estimate or order? For example, we&#39;ve set a customer up in Method with a Texas address... but when we create an estimate or order with the same customer, the state field changes to Louisiana. Why would it do this? You can see how this would be an issue when we go to ship ...
    Posted to Method:Classic General Q&A (Forum) by JGAnderson on 11-17-2015
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