Method Community

Both of these solutions were EXACTLY what I was looking for! Thank you for your prompt and detailed responses. Regarding the SQL Override for the Total Balance, I will continue to monitor this column to see if any bugs occur and will modify it accordingly. But as of now, it is working as needed!

Hi Jonathan, I got it resolved.  I must have inadvertanly typed in some bad code after the last time I ran the program (about 2 months ago).  It let the program run but only for the MNVSoftwareLLCDT account.  Very strange.  But it is working on all accounts now. Thanks for your help (and the testing from different code).

Hi Jason, In Method for QBD, the TotalBalance field can be used to display the balance of the customer plus the balance of all sub-customers. This field is already linked to your Contacts table so all you need to do is add it to the grid on your Customers and Contacts List screen. QBO doesn’t use the TotalBalance field, so you’ll ...

Hi Steve, I have not been able to replicate this with our MethodSupport user.  For clarification, which call are you receiving this error - during the MethodAPIFieldListV2 call or while inserting values into your custom table?

This is regarding the Customer / Contact list. On QuickBooks, I have a list of clients, and multiple sub-clients under each client. On Method, by default, it shows as follows:   In this photo, "Matthew" is the client on QuickBooks and the sub-clients of Matthew are "#2585-1" and "#2585-2". Each sub-client will ...

Hi cdvin, It sounds like you already found the option, but just in case anyone else is following this, the option is Transaction History and its located under QuickBooks > Synchronize. This option specifies which transactions will sync with Method based on the age of the transaction. Any completed / closed transactions with a date greater than ...

The following updates are now live for users of Method.  Fixed issue with looping through grids using action results (Ticket AS-839) Fixed issue with app ribbons on copied screens not showing related records (Ticket AS-789) Fixed issue with HTML emails not rendering properly (Ticket AS-792) Fixed timeout issue ...

Yeah! Found the transaction field in Quickbooks / Synchronize. Was on that tab several times, but just missed the right setting. Still curious why some older transactions show up? Is that transactions that have changed in the last xx days?

Hi everybody! So I have played around a lot with Method:CRM now, and really like it. What I don't understand is that not all data is synced: - I have all contacts in Method:CRM - The items database seems to have synced, too - However, I cannot see all transactions that are in Quickbooks. The current ones all seem to have synced, but not ...

Hi Kelly, You’re correct, the screen used for building the list is one of the few screens in Method that you can’t customize. Thankfully, you still have the option to add additional fields to the list builder as long as the fields exist in your Contacts table. If they exist on another table, such as the Customer table, you may be able ...