Method Community

Mark - Thanks for the assist on this. Ben, Could you check to see if there is a duplicate entity in the account?  That has caused this type of issue in the past. - Adam

Hi Ben, I haven't been able to replicate this.  I put buttons on the bottom to move through the tab links in the portal.  I then created buttons at the top and used the copy action to copy the actions of the bottom buttons.  On your screen, are you getting an error of some kind?  Or is nothing happening? Can you double ...

Hi, When going through a grid, using the filter views to compare two grid values may not work as you won't be able to specify which grid value to compare.  Instead, I have another approach for you. What you could do is create a button that will calculate the difference between the QTY Ordered and the QTY Received and insert ...

Charles, Glad I could help!  :) - Adam

Hi, The PurchaseOrder table is already linked to the PurchaseOrderLine table.  My guess is that you are looking to add the RefNumber (ie. purchase order number) field.  You should be able to simply add the linked field without any additional work.  See the screen below: The likely eason that the MFR Part # and ...

Hi David, Unfortunately, there is no way to automate the sending out of the overdue balance notificiation.  These must be sent out by a Method user when they click an event (a button for example).  You can see this post for a more detailed discussion.  In the post, Jason mentions that you can use the Listbuilder to send out ...

Hi David, You can setup your users up to use their own user specific email preferences.  You can do this in step 2 of the edit user wizards under Customize > Users.  See the screen below: Hope this helps. - Adam

Hi Marcelo, How do you wish to sort them?  You could add a field to the customer table to store a sort number, then customize your screens accordingly to show this field.  How do you plan to populate the field? - Adam

Hi, We've seen this come up recently with a few users.  I believe its something to do with a QuickBooks update but it seems random as only a few cases have been reported.  The key error is the "QBXML components have not been installed".  If you go to this link, you'll see a couple of suggestions listed.  The ...

That's awesome Allison.  Let us know if we can help with anything else. - Adam