Method Community

Has anyone been able to use the Credit Card Processing Action to process a refund successfully?

Hi Paul, I would love to play with the beta version for iPad and Android. Could you direct me to a download for that? Lance

I am trying to import about 1,300 leads from a CSV file.  I'm on 'step 3: Validation,' after I clicked import. The progress bar just sits there and does nothing. It says, "your data has passed validation. Click Begin Import to continue". (I already clicked import though)t.  I clicked ...

Hey Greg, Thanks for the response. I'm not seeing an invoice (or any report) automatically added it to the DocumentLibrary table. I clicked on the print preview on the invoice screen. A report was generated with this ...

All, I've been poking around the forums to find some new news on this topic. Has anything happened recently on MSP end or the Method end to give the user more control over the backup and restore process of the Method file?

I created a button.  In the button action sequence I generate a report and an action result from the report. I then have two 'Insert Into Table' actions after that. One to create a Document Library record. The other to create a Document Library Link record. It all works just fine AS LONG AS I don't use the action result ...

Perfect. That's what I was looking for. Thanks man. 'ppreciate it! I thouht they were all designed to sync

My Method account is integrated with QuickBooks Enterprise 2013. When I add a new contact to a customer account in Method, the contact doesn't flow over to QB. Does anyone know why?I've ran the full sync and received now errors. I saved the contact to trigger Method Push. Still nothing. When I add an additional contact in QB it popps up in ...

I was excited to descover it's possible to export a report in csv format from the Report Designer. For some reason, however, the data gets cut off. For example, I created a Sales Order summary report. Any sales orders with less than 3 lines showed no lines. Any Sales Orders with more than three lines showed the lines less three. For example: ...

Is Greenwich in the UK?  I'd like to put in a vote to have the Audit trail time zone changed to something less foriegn as well, pleeeeeeease. Thanks, Lance