Method Community

Got it. So far, I just use some "sparing" fields from QBs (like other1, other2, ..) to work as custom fields, so we can pass information between QB and Method. - ALex

Hi Mahlon, I asked around and this is indeed the case. I believe this functionality was removed due to it was causing problems or not working correctly in all cases. Our development team will need to re-evaluate this before adding it back. Sorry for the inconvenience. -Audisho

Hi Mahlon, It looks like we’re missing the “compare as” option when grouping chart data by DateTime fields. Due to this, it’s basically impossible to group your data using a DateTime field. I created a feature request ticket so that our development team can investigate the possibility of adding this functionality. I hope ...

This has not always been the case. Up until now I've been able to drag them into place

Hi Mahlon, You’re right. It appears that at this time if you would like to re-order your snapshots, you must remove them and re-build them in your desired order. This is obviously not ideal. I’ve created a feature request ticket so that our development team can investigate the possibility of adding the ability to re-order ...

Hi RedDeezy, It’s difficult for me to diagnose the problem over the forums, but I’ll make a few suggestions. - Re-enter your username and password to verify that they are correct. - If you’re using your email to sign in via the Outlook plugin, try your username instead. - If you haven’t done so already, follow through ...

Hi Dave & Alex, I finally got the Help Center atricle that details syncing with QB custom fields posted the other day. It discusses the limitations that exist in the QB SDK when syncing with custom fields. Take a look at solution No. 583 for details. I hope this helps. -Audisho

Is it possible to create a chart with columns grouped by date? Example new leads this week grouped by date. I can groupd by type, etc but the date field value also includes time. 

Just this morning I added another snapshot to a custom app. It doesn't allow me to change the sort order.

Hi Dave, in my QBs, I have automatically recall information checked with "Pre-fill " option selected. Seems that my case is a bit differernt from yours, for me, the first time to push data from Method to QBs always works, that includes all QB's custom fields. Then, for the same PO, if I update those QB's custom fields in ...