Method Community

Hi Conner, Unfortunately, I can’t give you a definitive answer, as Method was not built to run on a terminal server and as such, we are not experienced in setting up Method on this type of environment. All I can do is explain how to setup these applications on a standard environment and direct you to Solution No. 251 for additional tips on ...

Hello, I have been working with my outside IT department getting these two pieces of software installed. They have asked me, "when installing the sync engine and the outlook plugin onto a terminal server, do they need to be installed per user?"

Hi Maureen, You actually won’t be able to “remove” the user for this reason. There are records in your account that link to this user and if a user appears anywhere in your audit trail, you will receive an error when attempting to remove it. Your alternative is to uncheck the user can sign in option so that it no longer requires ...

If I remove a user, will completed activities that were originally assigned to them still be seen in the customers history? 

Hi Dan, The QBO Location field is actually located on the individual transaction tables, not on the Customer table. It’s a stand-alone field that is set individually on each transaction independent of the customer record. As such, you’re going to have difficulty using this field for the workflow you described. If you’re going ...

I had track locations turned on in QBs, but there is no such function in Method, so I'm assuming you were referring to QB.  I understand the process you're describing in Method...but, I cannot find the "locations" field.  We looked for "locations" and "territories" and "departments" in the ...

Hi pdx98, The action sequence is the action set that exists on the button and the number refers to the where in the sequence the error occurred. In your case this would be on the 28th action on (I’m assuming) the Process Payment button. On the stock portal screen, this is the action that processes the payment using the gateway. My guess ...

Hello, Customer is trying to make a payment via credit card (PayPal) and is receiving action sequence error 28. Customer message: "While making the payment online for pending invoice, we get the following error -- Action Sequence: 28. There has been an error during action process. Kindly resolve the issue as we are unable to make the ...

No problem - glad to hear everything is working! Cheers

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!