Method Community

Thank you, it is indeed a customized screen: We added a custom field we use in Quickbooks. If we create a new PO in Method and add something with an "&" sign in that field, that will niceley sync into Quickbooks, but every change we do in Method will create a new item in Quickbooks. The other way around it works fine, but every ...

Hey, I realized that the only reason the ones I was sending showed up in my inbox was because I was cc'ing myself (oops). Are emails sent through method supposed to show up in the sent folder in outlook? Or does it only BCC the user sending it so it shows up in your inbox? Conner

Hello, I have using the api to select four columns from a Method table, no problem. However when I used the DISTINCT keyword in the fields portion of the call, the response was blank instead of success. The response was: <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "" ...

Hi, You must have had to create a new field, since you are unable to edit the Field Type after Field creation. Make sure you add the new DateTime field to the Grid, and same procedure Advanced > Input SQL. - Mortaza

Duh! do I feel dum!! Fixed that now, but I still end up with the field blank in the Grid.

This can be done using scripts. It can a bit daunting if you haven't used scripts before and it can try your patience making sure everything is setup correctly, but it can be done. The idea is that on form load you declare global variables for the different categories. Then in the detail, on the category field or the number field (that you ...

Hey, The LastInvoiceDate field you created - is it a DateTime field? Head over to Customize > Tables/Fields > Look for the field you created and make sure the Field Type is DateTime. - Mortaza

Hey Jonathan, That will not work. Both Leads and Customers sit on the same table 'Customers' the only difference between them is a boolean field called 'IsLeadStatusOnly' - if this field is set to True, it does not sync the record over to QB and allows it to sit in the Leads tab. But as soon as this field is set to False it ...

Hey Aaron, That error is on our end, we are currently working on a hotfix. I'll keep you posted as soon as I get information that it is back to normal. - Mortaza

Hey, Is this PO being created on a customized PO screen or the stock Method screen? If it is on a customized screen, please try creating a PO in the stock PO screen and see if the sync is still looping. If you follow these steps and still are running into the same sync issues, please give us a call on the Method support line at ...