Method Community

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!

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 ...