Method Community

We are having problems with prociessing Credit Cards through the Receive Payment screen.  This just started happening a few minutes ago.  We are getting error messages:  Action Sequence:8 There has been an error during the action process. Any ideas?

Hello Robert, Here's my answer. Originally in the default Case table, these are the fields which are associated with Entity and Contacts. Entity: BillAddressAddr1, BillAddressAddr2, BillAddressAddr3,BillAddressCity,BillAddressCountry,BillAddressPostalCode,BillAddressState, ...

Hello Blake C, Here's my answer. I tried the steps you mentioned above and replicate the same issue as described by you. I believe once you are trying to clear the "Subitem of" field in Method and you send back to QB,it seems like it does not like the blank value since you can change the value to something else and there is no ...

How about viewCases to start please?  I assume the view is dynamic as you add columns.

Greetings, Could I get help to add the 'BillEmail' field to our customer invoice screen. Right now when the invoice syncs to QuickbBooks to be sent the email addresses are no longer populating like they would if the invoice were created in QuickBooks. Also the 'Class' field is not available in Method CRM so when the invoice ...

Hello Robert, What kind of views documentation you are looking for? If you can provide a bit more detail that will be really helpful.  -Inder

Where are all the views in Method documented?  I could really use this documentation!! Thanks! 

Having recently gone into the Pro version, we've added some new columns.  I need to know what the ORIGINAL CASES table definition was in the out-of-the-box CASES table (pre Pro).  There are linked fields into Entity, CaseStatus, LastCompletedActivity, NextPendingActivity and Contacts.  I need to know the original ...

If I set an item to be a Subitem of something else, save it then attempt to reverse the change by clearing the Subitem and saving again, the sync engine reverts the change, keeping it as a Subitem. I see in QuickBooks when editing an Item there is a checkbox along with the Subitem selection dropdown list. When I clear the dropdown and uncheck the ...

Hello A.Jones, Here's my answer. In terms of using a Team in the Assigned To field you have to first create Team from the Team Members Screen : From the Dashboard, go to Settings > Team members. Choose a team name for your team and type it into the field (e.g. Pipe Queen). Under Team Leader, choose your personal ...