Method Community

The MethodAPITableListV2 endpoint will return a list of all tables within your account - including any new custom tables you've created, and standard QuickBooks tables like Customer and Inoivce. To verify - you tried using the tool available HERE and still did not receive a valid response?  You only need to input your ...

I have a True/False custom field in the estimate line table called “Show on Print”. When that box is checked on the estimate line, I want the line to show on the print preview. When that box is not checked I want the line to be excluded from the print preview. How can I do this in Method Report Designer? Under Behavior >> ...

Hi Sarah, My Mistake, The IsActive field that I mentioned when I originally made my last post is actually already a field listed in the Contacts Table. The reason you are unable to edit this field is because it is a Linked Field. Linked fields are fields which are pulling data directly from a different existing table and as ...

Greetings, Issue: Sending out material price requests to many vendors. Problem: Most vendors are not using FAX's any more. I have to send out many FAX's to vendors to see if they have the plants I want.  Calling them up takes a lot of time. Can I create a report that a vendor can fill in their prices, then resend it back to me? ...

Hi There, I cant seem to replicate this on my end, Do you have Picture Objects on the screen causing the Issue? or are you trying to use the screen to upload pictures? Would you be able to message me the name of the screen you are referring to on your account so I could take a look? My Email is in my singature. Thanks! Regards, Ben

I need to get a customer record, but I have found very incomplete documentation of how to do something basic like this.  When I try to call MethodAPISelect_XMLV2, it returns "Please specify a list of fields to retreive data from."  Is there a list of possible fields somewhere?  Also I'm ...

Hi Alex, I might have to take this one Offline with you. Ive sent you an email requesting a few more details. Looking forward to getting this one resolved for you Alex. Regards, -Ben

Hi Jonathan, It looks like one of the team tried to reach out sometime on Friday to attempt to coordinate a call or email correspondance with you. Perhaps its gone to your Spam box by mistake? Ill ask my team member to email you again today. Thanks Jonathan. Regards, Ben

Hi Jonathan, Is this happening on a customized screen or the stock CRM_EditCustomer screen? Are you able to test this grid on the stock CRM_EditCustomer screen (By navigating to the Customize tab > Screens and and then click on View beside the CRM_EditCustomer screen) for me and see if the Grid is not ...

I'm still getting an empty response, I don't know why.  Does this method only list custom tables?  Should I see tables like Customers, Invoices, etc.?