Method Community

Hi Alex, The change to ReceivedQuantity should sync over from QB to Method. If you change it in Method, it should sync over from Method to QB. If you change it in both, the preference you have set under QuickBooks > Synchronize in Method for "If an editing conflict occurs" will determine which value is ...

Hi, While customizing Bill screen, default logic will check PurchaseOrderLine:receivedQuantity and PurchaseOrderLine:Quantity then decide the rest quantity for a new BillLineItem. The question is, is PurchaseOrderLine:receivedQuantity updated by QB desktop after sych? If I want to leverage this receivedQuantity field in the same way before ...

Hi Micahk, Google doesn't give us access to calendars that already exist in your Google account, however if you create appointments in the calendar that Method creates, they will sync from google to Method. You should have a calendar in your Google account called YourCompanyAccountName : YourUsername. If you create any events in this ...

pdx971, Method:New is not using HTTP/2. - Justin

I'm wondering if there is a way to sync my Google Calendar with Method.  Not when i put things into method and have them sync with my google calendar but the opposite.  have things show up in Method Calendar that i create in google.   The reason being is we have a call center of appt setters.  they need to be ...

Hi pdx971, You should be able to add a filter to your grid to show only records where Entity_RecordID is equal to Portal- Entity Record ID. Let me know if that works for you. - Justin

Nevermind, I figured it out!! Thanks, all is solved.

Is Method NEW using HTTP/2?

Situation: I need our clients to login to the Contact Portal and have access to documents associated with their Customer account. So if they are a contact of the customer, and they login and access the documents associated with their customer account. My solution is to: 1. Create a custom Documents screen accessible via the Contacts Portal ...

I tried this and it wasn't working...I click save (which includes an action to assign this value to the field in that LeadRating table), then go refresh the Leads and Contacts grid, and the LeadRating hasn't been adjusted. So I tried a workaround which actually might make more sense in the long run anyways, but I'm reaching an ...