Method Community

Hi Rachel, You could do this, but it wouldn't be as easy as one might hope. Here's what you would have to do: Assign the current date / time to an Action Result Use the Character Function to substring the numbers you want, and build a string out of the date in the order you like Append your -## for the daily count To ...

I've clicked the button to disable the syncing Estimate/Invoice numbers with QBO and I want to start creating all my sales forms from within Method and use special rules to assign RefNumber values... But I can't figure out how to do it??? Can anyone help? The "formula" I want to follow for both Estimates and Invoices is as ...

Alex, One more thing. Depending on what you're trying to do, you might be able to use a Show Message action. There's an option in this action to provide a yes/no option to user, with Yes assigning True to an action result and No assigning False. Not sure if it will suit your purposes, but thought I should point it out. - Justin

Hi Alex, Based on what you've described, it sounds like it could be a caching issue. I'd recommend doing some further testing in incognito mode to see if the issue pops up again. You should also clear your Shared Results once you're done with them. Just set them to blank after you've returned from your pop-up and used the Shared ...

Hi Rachel, You would have to perform the swap using actions, on a button or link. I'd recommend putting a button on the CRM_Contacts screen such as "Set as Primary Contact", or adding a Link column to the Contacts grid on the CRM_EditCustomer screen. As far as the actions are concerned, it would probably be best to save all the ...

Hi Craig, Knowing that the underlying issue won’t be resolved unless Intuit adds a feature for this, we may be able to find a workaround to your problem. While you can’t make customers inactive in Method for QBO, you could investigate the possibility of adding your own custom active/inactive field to filter out in Method. ...

Hi Craig, Unfortunately, this is not something that we can add unless Intuit decides to add it to their IPP/API. QuickBooks Online doesn’t ‘tell’ us when a customer has been merged. Without this knowledge, it isn’t possible for us to know that the records need to be relocated to another customer. So at this time there is ...

Alright, I think I get it, but avoiding merging customers is hard, and it also leads to even more confusion because colleagues don't know which customer to add activities to...merging at the very least takes one out of the game so that we can correc things going forward. Is this something that will be fixed in the new Method?

[quote user="Method_Justin"] Hi mholden, Because of the way that Contacts/Customers sync with QuickBooks, we cannot switch the (Main) "Contact" designation from one Contact to another. You could create a screen or button to automate the info swapping, however. Hope this helps. - Justin [/quote] Justin, I've ...

Hi furrywombat, We are constantly working to improve the speed of the platform as we move forward. While this specific improvement is behind us, please rest assured that we continue to look into ways to improve speed and overall efficiency. - Justin