Method Community

Hey Mahlon, I was able to replicate this issue. I have created a ticket for our development team, I'll keep you posted in this thread. - Mortaza

Hey Aaron, The reason for the first 2 fields you are unable to choose the other fields is because you can only choose Unique fields in the dropdown (i.e. RecordID).  But when you choose the field on screen you will be able to choose the fields, LeadTimeUOM & Name from the Wizard. On step 4 and 6 you can choose the drowndown choices and ...

It seems like the sales order amount displayed on the app ribbon is different than the actual sales order amount.

Ok,  There is probably an easy or existing way of doing this, but being very new to method, I haven't found it! I want to scan for all the due invoices on a daily or weekly basis  ( pref. automaticaly!) and put the details into a table. This would allow me to create a report for internal use, and to send out a ...

Hi Jonathan, The only reason that should happen is if the Activity is being created from the NewActivity screen and the Contact field is empty. What I would do is export the Activity table and take a look at those Acitivty#'s look at which Contact they're attached to. Make sure those Contacts have the same Contacts_RecordID. Take a ...

Hello All, This is my first attempt at creating a custom table in method and I have run into a couple of issues. I have a lot of programming experience, but can't seem to figure out what is going wrong. I am trying to make a copy of the "Item" table. I have been able to create the table and add all the fields with the exception of ...

Hello guys, Does anyone ever had an issue that activity is not listed on Customer View but listed on Activity List? Is there any error? Please see my screenshot below that on Customer view, the latest activity is on 7th May 2015. In fact, there is another activity made to that account on 29th May 2015, but not included on the Customer ...

The following updates are now live for users of Method:Classic.  Fixed issue with saving email preferences (Ticket AS-796) Fixed issue disconnecting and reconnecting to QBO (Ticket AS-916) Fixed issue with contacts not being removed when customer is deleted. (Ticket AS-836) Fixed issue currency issues with Credit Card Process ...

The following updates are now live for users of Method.  *New* Access to Import / Export tool (Ticket PL-1367) *New* Ability to create a copy of a live screen/version from Designer (Ticket PL-957) *New* Addition of reminder email links (Ticket PL-1066) *New* Set preferences for Gmail Gadget (Ticket PL-1264) Removed simplified ...

Hi Alex, QB should follow the date format set within the VM. In terms of the other Users that will be accessing the shared QB file with the date format that is causing issues: they would be set to listener mode as the VM would be the main computer to sync with. I would suggest testing this environment first and confirm it won't ...