Method Community

I have already set up some email templates for me to send to clients when I schedule a consultation with them.  The template confirms the appointment date, time, and location, etc.  What I would like to do as well is set up an auto-reminder for the client a day or two in advice of the consultation.  For instance, the day before the ...

The following updates will soon be made live for users of Method:Classic.  The following updates are planned for January 27, 2015. Improvement - Update to Method Integration Engine (Desktop QB Sync) and MethodAPI so that they can authenticate with both Method:New and Method:Classic UserName/Emails and Passwords. (Ticket 5488) Fix - ...

Hello, Is there any way to autoclear grid filters?  e.g. I type in "hkui" into the "company name" filter field near the top of the grid to search for all company names [containing] "hkui"; looking for a way to clear all these filter fields with a button I've tried adding an "insert value into ...

Very impressed with the latest updates in relation to uploading images! Huge improvement, Thanks! Only one small bug I found so far. The image object creates an error message when can be edited is unchecked. There are cases where you may want to restrict editing, like in a View screen.

Justin, it is all about to keep synchronize with Quickbooks desktop. In our inventory system, every product is associated with a QuickBooks Item, also, every our product has an uniqe ID, and we need to track this product ID in all kinds of transactions. So, after sync Method data back to Quickbooks, accounting person can know inventory status of ...

Method Team, Can you direct a Custom Web Form to be saved into a specific SmartVault folder versus into a table?  The folder the form will be saved to would need to be different for each form, so for every time.  So maybe we could tie the folder name to the applicant's information we are requesting in the web form.  I know we ...

Alex, Why would you want several Products on one Sales Order Line? Is your "Product" similar to an Item? What's the relationship there? Why not just use an Item, which syncs to QuickBooks? - Justin

Hi Justin, Got it about Vender/Entity relationship.  regarding my inventory system. We try to use "items" like in QB. It works like, for example in a Sales Order: 1. We create a Table "MyProduct", each record row defines one of product in inventory system.  2. In a Sales Order screen, we try to link ...

Alex, The Entity table contains all the information that the Customer and Vendor tables do. All Customers, Vendors, Employees and OtherNames are considered Entities by QuickBooks and reside in the Entity table. The Customer, Vendor, Employee and OtherName tables are actually ...

Thanks, Justin. It seems that "Vender" table has no any link connected to "Entity" table, is there anything been done automatically to connect them both? I'm asking is if I can use the same configuration for my use case. I'm building an inventory system, and every product in this system need to be associated with ...