Method Community

Hello Antonio,       The sync engine can appear to go through tables fine but timeout or error out. It then will not update the sync date and time on the Synchronize page.  Is there an error in the Method Integration Engine (MIE)?  Do you have sync conflicts in your Resolve Conflicts list?  Send an ...

Hello, I have a "route list" report set up in the Report Designer; the tables used are: Activity; ActivityJobItems; Company. I believe we buildt/redefined this report based off an template that was already available in the Report Designer tool. We need to add "Customer Phone" (Contact Phone) in to this report, so I ...

Maybe it’s because I am a newbie, but I can’t make this work.  Could you break it down into steps for me, something like this: * Step One: Go to Customization>Tables/Fields>Activity>Edit Fields>Make new field (I got that far!) * Step Two: Etc. Your instructions below assume a lot of previous ...

Hello ahagerman,    I checked and realized the report designer gives you the fields for Customer but it is not linked to the actual Invoice.  I thought you could click, in the Field List and find it under the Invoice branch, but you can't.  I'm not sure why it is like that in the Report Designer.   What you ...

Hello Rob,   I'm not sure exactly what you are asking, but I can try my best to explain where portal registrations are kept.  The portal login is contained in whatever table you chose to as the table to base the registrations on.  We can take a look at the default Contacts_Portal.  It requires the Contacts table to have ...

I'm in the process of migrating from Quickbooks desktop to QBO.  Now that I've created my new Method for QBO account, I'm discovering various features that are available in the desktop version that seem to be unavailable in the QBO version. I'm used to the ability to update the customer payment information ...

Hi Daniel, A link between these tables already exists. The “Estimates” table is linked to the “Customers” table through the Dropdown field named “Customers” and the “EstimateLine” table is linked to the “Estimates” table through the Dropdown field named ...

How can I customize a Customer screen using fields from my Vendors table, or vis versa? For example, I have some custom fields that I created on my Vendor Table, and I would like them to show up on both my customers screen and my vendors screen. Thanks! __________________________________________________ Update to ...

Chris, Thank you so much for your quick reply. I am not quite sure what your answer mean. We use the API insert function to the InventoryAdjumentLine Table and receive an error message: "Failure. The Table does not support delete." when we use the API call "MethodAPIActionSendToDesktopV2" to "save" the insertion. ...

Hi Robert, You should use the syntax [IsManuallyClosed] == False. The Condition Editor can help you with the syntax, for example in this case I clicked Fields > [IsManuallyClosed], then the Equals symbol (which added ==), and then Constants > False. Also, I believe you want to filter on the line items rather than the sales order? The ...