Method Community

Hi, I got a problem that can not set value to a field of a new created item line in a purchase order. My scenario is: 1. I have a "Depot" table, which has a "Location" field (text, unique) 2. In PurchaseOrderLine, I add a pushdown field "DepotLocation" which points to "Location" field of ...

We currently use a Wufoo Form to collect very detailed lead data. Based on my review of your current web to lead form it does not look like we would be able to use your forms. Is there anyone using any other forms that filter that into Method  We'd like to use Method but it does not look like I can currently 

We are working on API integration for our website and I am trying to find where be able to edit the field ``IsLeadStatusonly`` to false Any help would be appreciated 

The following updates will soon be made live for users of Method:Classic.  The following updates are planned for Feb 12, 2015. Feature - Implement Bill Transactions syncing for QBO (USA) and QBO (Global). Note, the screen pushes and actual feature launch will come soon, this is just the platform and sync groundwork. (Ticket IN-85) Fix - ...

Hi industrialrobotix, Since not all users use Estimates, I don't think this is something we'll add as a feature. It's definitely something you could accomplish through customization, however. - Justin

Hello Beta Crew, In this week’s release we’ve made updates to the help link, new user onboarding, bug fixes and UI cleanup And….we’re excited to announce the new Opportunities app! Yay! While most of the functionality is the same as the current version, we’ve updated it so it works with app ribbons and we ...

Hi TracTechSystems, You can do this by filtering the export with a script. We have a Help Center article that explains how to do this here. It uses some other date fields in one of its examples. Hope this helps! - Justin 

Hi s.mcneal, Since most users don't make use of Customer:Jobs, I don't think it's something we'll add to our stock screens. However, you can easily customize this information into your own Contact List screen by adding the Entity field as a column in the grid. This also allows you to search the grid by Entity ...

The QuickBooks Online integration issue has been resolved by Intuit. As this has been a recurring concern we'll continue to monitor the QBO integration closely and apologize if it has created any inconveniences for you today.  

Hi GetRXd, Method only remembers transactions for a certain number of days (31 by default). You can change this value by navigating to QuickBooks > Synchronize in Method and setting the dropdown under "Transaction History". When you say not all the transactions for you customer are in their account, are you referring to ...