Method Community

Hi Mahlon, Have you performed all the usual troubleshooting steps? - Sign out and back in - Clear cookies and cached files - Try in a private browsing window / incognito mode - Try a different browser If you activate the MethodSupport user and email me the company account name, I can try replicating the error on my end and investigating ...

Hi Mahlon, Thanks for clarifying. It looks like the TagList field is missing from the Update Field In Table and Insert Record Into Table actions for all tables. I’ll create a ticket for the development team to investigate and keep you posted via this forum thread. Sorry for the inconvenience. -Audisho

Hi Mahlon, Did you remember to add the TagList field to your selected fields on Step 3? -Audisho

This is a Method NEW Public Page. Trying to update Tag fields from Method New Actions

Here is a screenshot

I was working on a custom screen and had just added a new control. Got a message something about a duplicate control being added to the screen. Then this message popped up. I am unable to open the screen to edit. What is the next step?

Hi James, In more recent versions of QuickBooks, intuit added a notes table allowing users to create multiple notes for an entity. Unfortunately, they have not yet included this table in the QBSDK and as such, we are unable to sync with these additional notes. The first note for each entity can still be seen in the Note field on the Entity ...

I wanted to update the Tag List on an opportunity from a Web To Lead form, but the field is not available.

Hi all, Our QuickBooks users are making use of the new multiple notes and pinned notes features of Quickbooks Enterprise 2015.  Currently, new notes added via QuickBooks are not seen by our Method users, causing much confusion. As best I can tell from the Entity table's field list, these notes would be ...

Hi Matt, Correct me if I’m wrong, but #1 only really applies to M:C and this limitations does not exist in M:C. While your Method ID session will expire, your M:C session / session ID does not. Regardless, Mahlon you make a good point that our users may use different browsers for using vs. customizing Method and Matt you also make a good ...