Method Community

Hey Jonathan, From what it looks like (correct me if I'm wrong) You have both a Customer and Customer Lead '@PT ASTRA OTOPARTS TBK' if I go into the Customer 'Yoofi' I see the activity listed: Is this the issue, the activity was saved on the Lead rather than the Customer? Another way to easier find which Customer ...

When trying to peform a MethodAPIUpdateV2 operation on a record, if the RecordID doesn't exist, I'm receiving an error: 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 this User has been configured for Method API ...

Mmmm.. Working to a point, but I think the problem is in the SQL (My interpretaton/implementation not your code!!) When I insert the SQL into the advanced section, The result in the field looks as below:- Here Is how I input the SQL code Quite prepared to believe that it is my error, as I have never used SQL. One ...

Hey Callum, That is an issue I was able to replicate. It looks like the report is still generated for the person it was assigned to and is only reverting to the Admin user(your account) once you edit an existing scheduled report. A possible workaround can we play with the Filters on the QuickBooks Reports screens Grid? Filter the screen or ...

Hey Conner, This can be done, there are different routes you can take - here is one route I took: We can customize the Items screen (QuickBooks Tab Group > Lists > Items) Customize the ItemInventory screen > Add a new section to create a new Tab within the screen. Now add a Grid there and table you will be working with ...

Hi Brian, Welcome to the Forums! 1. On Step 3 of 9: make sure you have Campaign as a Selected Field. Now move over to Step 8 of 9: and look for Opportunity - Campaign - to the left click on Edit and in the dropdown choose the Default Value for which Campaign you will be assigning it to. Also make sure it is a hidden field ...

Hey Alex, I followed your replication steps across browsers and in Chrome I was able to replicate the issue, on Firefox it was working how it should. Here is a quick screen capture I did in Firefox. Is advising your client to work in Firefox an option? - Mortaza

I developed a process in method new to automatically send follow up emails for open opportuntities. It loops through the opportutnity table and makes various updates as needed. It is working, but never gets completely through because of this message Where do I begin making corrections?

Hi Guys, I had an error importing around 300 account that should be a Customer Lead, but imported as Customer. Can we mass change Customer to Customer Lead? Please advice.

Hi, I use QuickBooks 2013 windows desktop version, and a company file with 2 years of data. Is there a way to limit Method to synchronize transactions after a specific date? The reason is, we have several custome table linked to a transaction, and those custom table field can only be created when a transaction is created in Method, so ...