Method Community

Thanks for the assist Mary! 

Hi MikeB, In order to be able to attach a document to a specific activity you would have needed to add an Attachment field to the Activity table. Which is why you're seeing all that "junk" data. That's actually how the actual document is stored in the table. So to get around this, do not include the attachment field when ...

Hey krp2203, Did you create a textbox only on the screen? In order to store the information in the table, you'll need to actually create a field in the table. You can then drag that field onto the screenusing the screen designer. In order to customize tables go to Customize > Tables/Fields > find the table name (if you're referring ...

If you're looking to migrate custom tables/screens from Method for QBD to Method for QBO, the only way to that now is to manually recreate each screen as the data structure between QBD and QBO is different. Reference numbers and the way they are referenced are different. Intuit is releasing V3 of their IPP platform (QBO API) in late 2013 so ...

Hi Ben, Can you clarify what exactly was done to the screen? Include as much details as possible so that we can understand why you're not seeing the data. It's likely something small that you overlooked. Additionally, helping with custom screen issues over the Forums is difficult as we don't know what else is happening on the screen. ...

Hi rodsstuff, As per our discussion the screen is customized which is why you weren't seeing the Character Function actions in the button you were editing. I mentioned that you would need to link the Company table to the Activity table but that was incorrect. You'll only need copy the Character Function actions (one for the Email ...

Not sure why this keeps happening to you, I'm unable to replicate this behaviour. Are you able to recreate this error? Is there a pattern to it? I'm guessing it's cleared now but if it happens again then we can reset it for you. - Ashur

Hi handcrafted, The Method for QBD and Method for QBO tables/screens are different and the QBO authentication functionality does not exist on Method for QBD accounts, therefore you won't be able to sync Method for QBD data to a QBO account. Additionally, we do not recommend importing screens from one type of Method account to the other, ...

Hi d.vanbaale, We've seen this happen in the past when users attempted importing a large amount of records in one go. This is something we're currently working on optimizing, so if you're encountering any problems in the meantime you should import in smaller chunks, e.g. four files of 4000 records and one file of 2000 ...

Out of curiosity can you let me know what screen this happened on and what steps I can perform to recreate it? - Ashur