Method Community

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 ...

Hi Audisho, OK it worked :) Thank you Audisho!

I'm liking the Gmail Gadget however not fond of the situation when adding an "activity" that it truncates the message...  is there a way to change the default field length from 250 characters to full email message length? BBQ Brian

Ah, yes.. That works wonderfully!!   Thanks You as always! Maureen