Method Community

I have merge fields into email templates working great even with my custom tables -- mostly great, there is one issue. If we have two fields with similar names, let's say CustomTable.field1 and CustomTable.field10, then merge fields will never replace "field10" -- instead it replaces "field1" and appends the ...

In the Loop Through Grid, after the InvoiceLine has been created, I'd create the relationship table record based on the SalesOrderLine RecordID and the InvoiceLine RecordID. But like I mentioned, that would only sort of get me there because when creating a fully custom table I can't define relationships in there with other tables, no ...

We have a web app running which connects through the MethodAPI, retrieves data, disconnects, processes the data, then repeats.  I am using PHP, XML and cURL.   Now I am working on another web app to simply retrieve a list of tables using MethodAPITableListV2.  I get a failure response: "Failure. The API could not ...

This is from a clients web developer - he was unable to create a forum account to post himself because the Captcha is broken.: When making a request using either MethodAPIInsertV2 or MethodAPIUpdateV2, if I include any of the address fields (BillAddressAddr1, for instance), I receive an Action Not Supported response. When I then use ...

Hello,     The Class table has no relationship to the Opportunity table. First, you are creating a drop down properly, but its not a relationship to the Opportunity table and won't save.  Second, The Opportunity table has a couple screens associated with it.  Namely CRM_NewOpportunity and CRM_EditOpportunity which ...

We’re looking to have someone develop for us an on-line calendar that will integrate with Method CRM so individual applicants will be able to schedule their appointments and our employees will be able to see and use the calendar and have the information available at their fingertips.  The beauty is that Method CRM API software allows ...

I have a number of tab links that are being referenced from other screens that seem to be no longer working.  When I click on a button with a script to go to a tab link, it says that the tab link is not found.  All the screens and tables are custom and all links worked at the time of creation.  All of the scripts check out and all ...

Hi David, There is a way in the Report Designer to filter out certain item types. Before you open the Report Designer though, link the ItemType field from the Item table into the InvoiceLine table (you can do the same for the EstimateLine and PurchaseOrderLine tables, but I have used an ...

Hi Brian, Your custom fields do show up in the tables in method.  You will need to customize your Sales Order screen to add your custom fields.  You can also customize to contain all of the fields you have on your Template in QB..    This is what makes Method CRM so cool...  If the field belongs in QuickBooks, the data ...

Thanks Adam, but as I already said, they are REPORT fields, not Method fields, so they do not show up in the fields list as fields that I can calculate with.  If there is a way to calculate on REPORT fields I would love to hear it! To clarify,  what I have done in my report is used 3 label fields to add together three different amount ...