Method Community

[quote user="Jacob"] Well, I am testing against CRM data which can be manually entered without a QB sync. I have successfully tested getting customer and entity data, adding phone call event, etc.[/quote] Jacob - yes, you can enter data into the CRM tables without syncing but that doesn't mean you're not going to run into ...

Thank you - that is what I was really wanting to know & I think I figured out what the issue is.  The customized invoice screen that I'm using was copied from a QB screen, which does require the validation. The prompt to Enter an Account is set as an action on the save button. Before I delete this action though - can you tell me ...

Shane, There's already a field for that in the Customer Table and I think in the Invoice Table since I think I even remember having this on my old QB Invoice report.  Not sure if Method's default Invoice screen has this, but you should just be able to add the field to the screen without adding any fields to tables.  I think the ...

Hi Blake C, When you have a dropdown type field in the table, you always have to delete the field if you want break the current link to the current field and relink to a new field within the table.  You should be ok for the Activity, Opportunity, and Case tables, because by default they don't have the SalesRep dropdown unless you want ...

  Hi Dan_AA,  The only way to do this is by adding a button on any screen that will have an action where you would have to loop though the customer tables where IsLeadStatusOnly = True and update the salesreps for those leads.  The webinar titled “Advanced Actions: Looping and Conditional Statements” in our Method ...

Oops, I think I've corrupted one of my tables, SalesOrderLine and/or screen. I deleted a couple of fields from table SalesOrderLine without First removing the fields from a screen.  Now when the screen attempts to open it says "Invalid column name 'PartIDImage'. Invalid column name ...

Bryan - A couple things I want to stress first. 1) Every update we do has optimizations in it.  These happen every couple of weeks, and target areas we identify as needing work. 2) The current performance update that we are working on targets grid loading, filtering and refreshing.   It just so happens that this update has had the ...

pdirect- In this instance you don't really need to understand db tables. When you drag an unbound drop down to a screen and edit it, it lets you select which table to use to populate the drop down(In this case you want the CustomerType table and want to use the FullName field) and when you edit the grid just take a look at the existing ...

Saturday 15 Jan 6:00 pm Mountain. Another day, more hangups and failures by the Method engine. + Both error-checking options are still checked. QB is open on the master/Admin account. + Yesterday's Changes-only synch, launched at 6:45, completed at some point in the evening. + The Full synch, which was scheduled for 11:30 pm, completed ...

6:45 pm Friday 14th (US Mountain): I aborted the still-running synch. Confirmed that QB is completely updated.(Database integrity was Verified this morning.) Rebooted both the QB server and the CRM machine running Method Integration synch client. Re-opened QB on the CRM machine, logged in as Master/Admin account. As soon as it loaded, the MI ...