Method Community

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.

Is there a reason why the state field sometimes changes when creating an estimate or order? For example, we'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 ...

Hi Again, Sorry for the late reply. Ive been able to verify this is happening for me too. One thing I noticed when testing is that the field is actually displaying correctly In QuickBooks online, but for whatever reason the data QuickBooks is sending back is always the Gross Duration, rather than the Duration after the break calculation has ...

I have recently created a new user account in Method.  I downloaded the mobile patch from the Method link.  However I still do not see on my "Select and Account" screen the drop down menu box to go mobile.  What do I need to do to get this working properly?  What could be causing the problem? Suzanne ...

Hi Jason, Ive found a way to have this data be entered directly into the ListBuilder table for you. Essentially what Ive done here is create a button and added it to the ListBuilder Screen which Loops through the Contacts table (Because ultimately a list of contacts is what you are looking for, and contains the data relevant to the ListBuilder ...

Hello Otto, When retrieving data using the MethodAPISelect_XMLv2 call, you need to specify a list of field names.  There a few ways you can accomplish this -   You can use the MethodAPIFieldListV2 call to view a list of fields for the 'Customer' table.  To get you started, try using the fieldname of ...

Thank you for your help Mortaza. I'm not sure if you have integrated with a WMS (inventory management) system before, so let me clarify what we are requesting.... we would like Method:CRM to POST to 3PL Central's API new orders when they are created within Method.  Are you able to build scripts within Method to trigger this type of ...

Hi Ben, I've checked the Spam box but still has no info. Please send the email to me or give me a call to solve the issue. Thank you

Hi Ben, The standard screen is working fine. So its about my screen ya? I did no change to the transaction tab. At first it was OK, and aroun 2-3 monhts back its always error loading grid. Any advice? Thank you.

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 ...