Method Community

The following updates are now live for users of Method. Bug fix QBO - Fix an issue where Terms are not getting saved for Estimates. Regards, Laks.

It is possible to create a Class Library project and add the proxy (Expand the project in the Solution Explorer > Right-click Dependencies > Add Connected Service) to it. Then, add the Class Library reference to the Azure data migration Function. In addition, it is also possible to add it directly to the Azure Function project. The ...

The following updates are now live for users of Method. Bug fix QB Desktop - Fix an issue where First Name of Main Contact gets overwritten if it has a space. Regards, Laks.

Hi AlexHuang, We have seen this issue in past where some of the customers in China were not able to access method.me. The issue was with their Internet Service Provider. They need to white list the domain on their end. Let me know if this solve the problem. -Inder

Hello, Yes, you definitely can pull all customer information and make it available in a portal. However, to save you the trouble we already have a customer portal feature that comes along with the Contact Management pack.  Some help articles that might help you get ...

Can I use the method API to make a customer app where a customers data is available to that customer?

Hi Inder -  Yes, thanks to your team and Tiffany I've got it working. One of my many issues was that at the bottom of my character function, I was not reassigning the result back into resultEmailBodyMerge. For anyone else that comes across this thread, here is my complete solution to formatting dates in my ...

Hi Botanica, I see that you have already reached out to our online chat and they have provided you with the next steps. This would require a bit of customization to achieve the desired result.  -Inder

Hello -  I would like to format the TxnDate of a sales order in an email template.  I've added two functions to my email button on my sales order screen.  A date function to format TxnDate and store in FTxnDate: https://imgur.com/XDXLVNY.png And a character function to replace TxnDate ...

The following updates are now live for users of Method. Bug fixes QBO US - Fix an issue where custom fields are not syncing when added in Advanced version. Regards, Laks.