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On Friday, October 23rd the QuickBooks Online API, the technology that allows Method to pass data to and from QuickBooks, will be unavailable between 11pm - 12am EDT (8-9pm PDT) for scheduled maintenance.
To ensure you can work within Method without interruption, we will pause the automatic sync between Method and QuickBooks Online accounts ...
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Hi Jason,
The reason for that is because Tags is the exact match only which defaults to 'Equal To' - as for 'Phone' for example you can search by:
Unfortunately there is no way to change that behaviour.
-- Mortaza
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Hey Sarah,
You will need to use an 'Enter Value Into Field On Screen' action to update the radiobox.
It will look like:
Add this action to your action set, making sure you have it placed in the correct order.
Let me know if that works for you.
-- Mortaza
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Hey Maureen,
We do have a ticket in with our development team who is actively working on a fix for the Google Calendar sync. There have been reports of constant disconnects from multiple clients.
Having a one click option to sync all Method accounts to their Google Calendar will be tough to accomplish, the way the handshake works between Method ...
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On occasion there is a problem with google calendar sync that causes the auto sync feature to stops working. It would be great if there were a way to manually sync all user profiles to google calendar with one click, rather than having to go into each user profile to do so. Might this be a feature you could add?
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Thank you, Mortaza!
It does work this way- however it defaults to "none" in the radio button selection, rather than "existing". How do I set that to default to "existing"?
So close!
Sarah
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Turns out I needed to do some more reading. I had not visited the page on Tags - I only looked at the help page on importing/exporting. So I had not seen the note at the bottom of the Tags page with required formatting. I re-did the import with proper formatting and the tags now come up in the search. Interestingly, the original format still put ...
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The following updates are now live for users of Method.
Fixed
Publishing apps failed due to corrupted screen metadata (Ticket AS-1357)
In certain cases, toggle accounts were unable to install the Contacts app on initial sign up (Ticket AS-1359)
Unable to copy or edit screens containing loop actions with no filter ...
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I have edited the stage names to be under 29 characters. The chart displays perfectly now. Thanks.
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Hi Jason,
From my testing, the default Chart starts displaying 'No Opportunitities to Show' once an Opportunity Stage is greater than or equal to 29 characters (spaces included).
You have a few options:
1) Decrease the Opportunity Stage name less than 29, you can open the screen: 'New / Edit Opportunity Stages' ...
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