Method Community

Where Method’s error messages normally explain errors that have occurred while importing or calling API endpoints, you may be receiving the following generic message: The API could not validate your log in. Please make sure you have entered the correct Company Account, User and Password, and that each are spelt correctly. Also, ensure that ...

Hey, Ah I see, thanks for replying back with that information. I know some characters are reserved in HTML. For example the character <, indicates the beginning of a tag. Thus it's typed as < - which brings me to ampersands: Ampersand is also a special character. The "&" symbol marks the beginning of a reference ...

Hey Conner, From THIS thread: [quote] I wanted to chime in here since this already works on my end even with the Outlook plugin. I went into Method to send an email using one of our email templates, once the email was sent to the customer (my sample "Amy Smith" must hate me) I went back to Outlook and the email does appear in the sent ...

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