Method Community

Hi Brian, That’s right! The entire message is copied into the Send an Email section of the activity automatically. If you’ve been logging activities with the gadget, you can probably already see this by simply locating one of these activities in Method. -Audisho

Hi scottakinosie, If you are migrating your QuickBooks Desktop file to your QuickBooks Online (QBO) account, the short answer is anything in Method that doesn’t sync with QuickBooks will need to be migrated manually. Almost everything else will be synced from QBO. Examples of records that will migrate automatically from QBO: - ...

So, within the gadget you DO NOT need to copy the whole message into the note field?  That's not what I would have thought... Brian

I am trying to transition mathod from our qb desktop account to qb online. My account manager toldme I need to open a new account and export data from th eold acount currently tied to qb desktop to the new account tied to qb online. My question is, what will not move automatically when QB synchs with method? I imagine that activities will need to ...

Jonathan, Can you email me a list from the logs of the urls that are using the incorrect credentials? We are modifying the code to handle blanks and nulls passed into the serial and code number parameters.

Hi Russ,  I see two potential problems based on our logs - 1) I can see for the majority of calls you are using the username@yourcompany.com for authentication.  I do see periodic calls to the methodAPISelect_DataSetV2 that utilize just your Username though - and these appear to be calls that are failing.  My hunch here ...

Hi Jonathan, I think you’re best off using the built in shared records feature in Method for this. In your user setup on step 6, you can define what users have access to other user’s records.   The stock screens have built in filters that only display records that a user has access to based on these permissions. If you are ...

Hi BBQ Brian, The activity comments are a short summary of the activity itself. The idea is that you summarize what is discussed in the email so that it is easier to locate a specific activity at a later date. While you can copy the entire email and paste it into the comments section, there is no way to increase the number of characters that are ...

Hi Audisho, OK it worked now :) Thank you.

Hi Method, I'm in the middle of creating the screen for managers where they could see the customer's of their subordinates. But still failing in showing those accounts, can anyone help? These are the steps that I took, 1. set the user to be able to see other's record in Users 2. Set filter to Shared users - listed by sales ...