Method Community

Hi, Knowing a particular item name, how do I find all the records, such as estimates, documents, etc of that particular item? Obviously useful when you want to see all the past quotes for something you are selling.

Hello Fran,    While that is true, we are updating the Customer table and not the SalesRep table.  In this update, we are changing the customer - sales rep relationship (1 to many relationship I do believe) and not any information on the sales rep side.  The only thing I don't know is what happens if you import an ...

Greg  I  was under impression that Sales Reps could only be updated in QB. As per the Sales Rep screeen:  Due to a limitation of the QuickBooks Software Development Kit, you are only able to create new Sales Reps through Method. If you'd like to edit or delete a Sales Rep, you'll need to do this in ...

Hi No need to resply- I managed to resolve the question myself. Thanks

Hello James,    I don't know if they are related or not.  I do have another post, which is in the Method Providers forum, about SSL certificates and mobile being an issue.  I am currently inquiring with development about the Ccertificates. I'll keep you informed as best as I can on what I find. Greg

Greg, That is correct. Our web to lead forms functioned properly using https from February 2013 through July 28, 2014.  I see that method renewed their SSL certificate, shortly before these forms stopped working, possibly through a new certificate authority.  The connection error I get when posting via http is 'peer not ...

Hi I saw the tutorial to insert records via excel using the API into method. (worked :))I need help doing the same thing using an access database table with lead names. I spoke to the consultants at Method however there was no assistance availabe and their suggestion was to use the forum. Here are the sample leads from the sample ...

Hello Mike,     Give Method support a call at 1-888-925-6238 x2 and we can take a look. Thanks, Greg

Hello James,    Can I confirm, had you changed the URL in the web form HTML to http:// and it had worked?  I could only find reference to your above lines in the script tag calling the formValidation.js file.  I'm not aware of anything changing on Method's side.      I'm not familiar with the ...

I did exactly what you did. More than once in fact (on consecutive days). This has been going on for years and is a serious hindrance. I'm changing the rejected rep IDs manually because I can't affort to wait. Although there's no guarantee that the changes will take. I'll let you know. Either way, if you'd like to ...