Method Community

[quote user="Method_Michael"] You would have to do some customization but you could use something like the List Builder (Campaigns > List Builder) and modify it to build a list based on the renewal date. With the list builder you can send out an email and for each email sent out create an activity for the customer to make note that ...

Katie- Good news! The SDK does support it (If you are using QB 2009 or higher) and now Method does to, just perform the following steps:   1. Go to Customize > Tables / Fields. 2. Edit the VendorCredit table by clicking Edit Fields. 3. Click Finish Editing Fields. 4. Edit the VendorCreditLineItem table by clicking Edit ...

That's what I needed. It is a customized field that I created as an integer. If I want to change it to decimal now, do I go to Tables/Fields> Edit Fields for the Invoice table (which is where the field is located). Am I supposed to be able to edit this field from there? I can see the list of fields including the custom ones we created, but ...

[quote user="Method_Michael"] Did you create a new screen for this table / does this screen have a grid?[/quote] Yes, I created a custom screen and it does have a grid. I added the custom fields to the grid. When I check the screen, under the custom Tab, the fields all show up, but none of the data I imported is showing up. For some ...

Hey Denis, I am trying to get the esthrs in the items table to generate on an estimate. I can get the field to show up in the grid but it is not carrying the information to the estimate.  Also, once I can get it to show up, I would like to add two additional fields. The first would be on the item table and be a custom one called ...

Hi Joan, Because we are limited by what the Quickbooks SDK supports, we cannot directly access the costs and sales orders in Quickbooks through Method (i.e. closing out sales orders). You can, as you suggested, duplicate this process in Method by creating separate tables with a series of actions that replicate the desired calculations, however ...

 Hi Greg, Patricia is right, only unique fields would show in step 4, when editing the dropdown field. If you already started to populate that field then ensure that there are no duplicates and then make it unique. To make the field unique go to Customize > Tables and Fields, select the table and edit the field by checking the ...

Seny - yeah, that makes sense. There is no "Customer" field in the Customer table. Only "FullName". I'm guessing you were using an Advanced script, rather than what is built in with the dropdown lists.  When you do that be extra careful to match your fields with what is under Customize > Tables / ...

Hi Val. I made a teeny mistake with my question lol. I meant to ask the same question only about the "retrieve value from table". So my 2 questions regarding this action: "Retrieve value from table" 1) This action has an option to say "If multiple results, Retrieve first". If this option is selected, when method ...

I understand that. My situation was that at one point i was moving cells around >alot< and found that i had fumbled around 2 fields with the same caption and had no way to tell which was which. Which "City" was the ship to ? ... Which "City" was the bill to? ... from the tables/fields section yes they are seperated and ...