Method Community

Hey Conner, Are you creating the Activity from the EditCustomer screen? - Mortaza

Hey Mike, The Order Form is that just on screen field/objects? If it's field/objects on screen (e.g. text input fields) then you can use the 'Set Color For Field/Object' Action. The SQL should be only for changing colors in the Grid. First you'll need to retrieve the QOH for the Item your Customer chose. That will require ...

Hey, If you do have full permissions you should be able to change the Starting Screen to point to the Copied (LastName-sorted) you created. If you turn on the MethodSupport User I will be able to login to your Account from my end. Head over to Preferences > Users > Show Inactive Users > MethodSupport > Active after that ...

Hi Conner, If another QB file is open that will not cause any problems. The Method Sync Engine only connects to the QB file that's listed under QuickBooks > Synchronization in Method.  - Mortaza

When we are creating a new activity and choose to leave the contact field blank since it is not a mandatory field, once it is saved and we look at the grid it has populated it with a contact from the company. How can I make it so that when we leave the field blank, it doesn't auto populate after we save? Conner

Thank you. I am an SQL novice but I can usually work around existing coding or examples like you provided. What about on the order form? Would I use the same type of coding that you provided as an example? So...if someone orders 5 items and we only have 3, use the same SQL in a conditional loop?

Hi Mahlon, As per ticket AS-908, this comment has been fixed to reflect the action correctly. Audisho

Hello, Are these errors happening on the stock ContactsPortal_ReceivePayment screen? - Mortaza

I have installed the Method integration engine on the computer of one of our accounting people, since he has the company QB file open for most of the day. However, I just realized that throughout the day he accesses 3 other seperate QB files. If the sync engine is running and he opens different files seperate from the one synced to my method ...

The following App updates are now live for users of Method.  We would like our Method:Donor trial customers, staff and partners to be able to see the magic of Donor Pages within minutes of signing up - without having to setup a payment gateway. With Demo mode, which is "on" by default for new accounts, anyone can experience ...