Method Community

Hey Seth, Also wanted to add, another solution that may work for you: Add a custom Method field to the SalesOrder table. This will work fine if you don't need to reference this number in QuickBooks. Note if you did want to take this route it would require other minor changes including, updating the SalesOrder print template with the ...

Thanks for your response! I suppose I would have driven myself crazy trying to solve it in Method  I'll see what I can do in QuickBooks. Thanks again!

Hey Seth, RefNumber is a QuickBooks field and syncs over. We cannot modify the character restriction it holds as it's set strictly by QuickBooks. -- Mortaza

For some reason when we create a Sales Order/Acknowledgement we are limted to 11 characters for the Sales Order Number. I've tried editing Screens and Tables/Fields and I can't seem to figure out where it is set to 11 Characters. Thanks for any help!

Hey Ben, You can definitely make the process a lot faster via customization. > Start by creating a new screen based off the DocumentLibrary table. > Once in screen designer for that screen, drop a Grid object to the screen.  > Add Fields to the Grid, 'RecordID', 'Name', 'CreatedDate', ...

Hey Mahlon, I was able to replicate this issue, created a ticket for our development to take a look. I'll update this thread when I hear back from the team. -- Mortaza

There is currently only one method to delete documents from this list - you have to manually open each document and delete it by clicking "More actions" and "delete document."   I have over 200 documents that are outdated because of an address change.  I need to delete all of these.  Tech support said that ...

When you click on the address of a contact from Method New it doesn't find the address because the Company Name is in the string.  You always need to edit the search in Google maps. This is the result that I typically get when trying to use this feature.

The following updates are now live for users of Method.  Improved QuickBooks sync connection failure. (Ticket AS-986) Fixed issue with times on Time Tracking entries for QBO. (Ticket AS-781) Fixed issue with colons causing some customers not to sync. (Ticket AS-938) Email and Country is now passed when using Credit Card Processing ...

Hey Mahlon, I'm unable to replicate this issue, speaking to the team we have not experienced it before. Which browser and operating system are you on? -- Mortaza