Method Community

Easy fix I think.  Sounds like you are doing is inserting the ORIGINAL EstimateRecordID into the EstimateLine.  That will make the new Estimatelines associate themselves with the original Estimate! Instead, look at the first insert action, where you are inserting into the Estimate table.  You'll see there is an ...

Heather - just an update.  The addition has actually been made in the "labs" now.  It is bundled with a bunch of other changes in progress that will likely take a few weeks to get finalized and tested before being made live. Paul 

RuggedNotebooks - thanks so much for helping. pdirect - RuggedNotebooks is bang on.  The only thing I'll add is that you need to make sure that the User is assigned an Employee/Vendor. Do do this, go to Customize > Users, edit the user, and make sure that in Step1 there is an employee or vendor chosen for this user, and ...

Heather - Thanks for the detailed explanation.  Also, thanks for appreciating Method - it makes all our hard work worthwhile when we hear forum posts like that :). I updated our dev team ticket, to make sure we include an option for city, state.  Just for your reference, the ticket number we are watching is #1750 (in case ...

That would be a possible quick way of doing it.  But here's my thoughts: 1. We can't guarantee the sync engine will be open - so users depending on the daily task will find it undependable. 2. There's an authentication problem - since we need to create a security token in order to open a screen. Right now there is no ...

Mark - no not yet. I know exactly what you are asking for and why you are asking for it.  We just don't have a "Scheduled Tasks" feature in there.  We use Method ourselves to run our company (suprise suprise)......and what we do is have a windows service as a scheduled task in windows that uses the MethodAPI to ...

Heather - just a little background on why things are the way they are......... Google Maps allows developers like us to limit addresses to a specific "accuracy level".  Right now we limit the accuracy level to "5", which is "Street Level".   The reason for this is most people use the ...

LaCrews - unlike the rest of Method, using the API is for coders.  So you'll have to find your geek hat, seclude yourself in a dingy basement, and limit yourself to a diet of strictly pepperoni pizza and Coca-Cola before you are allowed to surface again. XML - helpful.  If you are a coder, then the XML required is very basic.  ...

Mark - there's no limit.  During the first month you can add as many users as you like.  Just keep in mind that when the first subscription invoice goes through on the one month anniversary of the trial sign-up, it will charge based on the number of users at that time - so it's the user's responsibility to make sure the ...

It can be translated to "Is allowed to enter their User Name and Password into the Method Integration Engine and initiate a sync between QuickBooks and Method.". Paul