Method Community

We are a charitable nonprofit organization.  One of our programs involves receiving money from donors and then turning around and giving money to grantees.  Our donors are "Customers" in QuickBooks and Method, and our grantees are "Vendors".  We are looking to expand this program, but we need a way for our ...

Hi Josh, I was able to add Email to my SalesRep table as a custom text field, click Finished Editing Fields and then go back into the table, where there is no option to Delete the field. I believe this is a custom field you have in Method, so it won't sync to QuickBooks either way. If this is a custom field that you have added, and want to ...

Hi Mike, Try using a Show Message action at the end of your onScreenLoad event to show the value directly from Session- Portal- Entity FullName. Also try showing the values from your Action Results in Show Message actions here. This can help you narrow down where the issue is, whether it's not pulling values from the Session or if it's ...

Hi Jonathan, 1. I'm not sure I quite understand what you want to do here. What's the event that determines a sale? Do your Customers order directly from your reps over the phone, or is there some kind of online system? If your Sales team is logging an activity for interaction with a customer, you could have a checkbox on the screen ...

Josh, Sales Reps are linked to Users and that is how you get the email address. In Users, you can link that user to a Rep via initals. User does not need to be an active user.

Hi Jonathan, To clarify, are you getting an extra 0 before the decimal, or only after the decimal? Let me know. - Justin

Hi Chris, If you're calling another action set, why not try triggering that action set directly? Click on your Save button and take a look at the number in the error you get, then check your Save button's action set for that action. If you don't get an error with your Save button, then it's safe to rule that out in your ...

I have spoke to your support by phone and the email address in QuickBooks does not seem to be setup to sync back to Method and Method does not allow you to enter an email address for sales reps.  The only way it works properly is to enter a new sales rep in Method, but I need to get current sales reps email addresses updated that were in ...

Hi Blake, Thanks for the feedback, I'll keep you posted via this forum thread. - Justin

EDIT: Automatic sync to Google Gadget and calendar temporarily disabled — manual sync available We have temporarily disabled automatic syncing to the Google Gadget and calendar to deal with the issues. You can still manually sync. For steps on how to do this, click here. Last night we deployed a fix to deal with the issues relating to ...