Method Community

Hello and welcome to today's blog post.  My name is Adam (the guy in the green shirt).  As you can see, we here at Method like our donuts.  Phuong was kind enough to bring some in the other day.  Let's just say, they were delicious! Ben, Phuong, Me and Jason having donuts! Why did I bring this up?  Well, did ...

"I'm using Azure Data Factory to fetch records. How do I ensure each request retrieves distinct (unique) records? For example, if I have 201 records in SalesOrderLine and want to get all data using an API call without duplicating records each time, how can I ensure it returns the latest data with each ...

Hi Matt, Not sure what exactly is causing that to happen. I created three Fabricator fields as well, the first two pull from the FullName field of the Customer table, where as the third field pulls from the RecordID field. When I edit the first two fields (Fabricator and Fabricator2) on my custom screen the Select Field option on Step 4 of 6: ...

Export the following tables and search for duplicates names, if you find any then delete them in Method. *Note: If you have any transactions associated with them you won't be able to delete them. Customer Vendor Employee OtherName If no duplicates exist please enable the MethodSupport user on your account, then email me your ...

This was a huge help, I created a report in the report designer,  but I get stuck when I get to the action- I know what report to select but what about the rest of the fields: Override with Report(optional):  Filter Report  Tables of Report  Fields in Table  Condition Statement  From  Use ...

Mike, I have some more information regarding this topic, however this likely is not a bug in Method, more of a QuickBooks SDK Limitation.  I did actually put a request in last week regarding this issue you are having, unfortunately there are still some others on the list with a higher priority, although I think I have come up with ...

Hi Jonathan, The Tables of Report dropdown is populated after you select an option from the Report dropdown. The list of tables will be based off of the tables that you used to build the report. Are you not seeing any options after selecting a report? -Audisho

How do you add additional fields to the Toolbox so that they can be imported into a screen? Example:  In the estimate screen, I want to be able to add fields to the Toolbox from a custom table that I created called PropertyInfo so that I can add that information to the Estimate Screen.   How do I do that?

I don't have a Referral Source entity table... Referral Source Entity is a dropdown in my Customer and Entity tables, and is not marked as unique in either of them. Do I need to create one? It did not appear to be necessary for this to work in the Edit Lead screen. I regenerated the Entity and Customer tables.

Stuart, I did not want to imply that you can not add fields to QB tables, you can... That is the beauty of Method, What goes to QB syncs, what does not stays in Method.. But the Transaction table is a special QB table.  it is different than the rest. And that is why I caution about mucking with it.  Your idea of a special table for ...