Method Community

[quote user="Method_Chad"]2 full syncs.[/quote] My mistake here, it's not 2 full sync's that need to happen, you need to close and open QuickBooks twice (and sometimes restart the computer).  If that doesn't work then it's a permission issue. ~C

I would add a couple of show message popups with your action results before and after your Date Add function.  I'm not sure the Insert action would do something like add a min date - the insert action just inserts a new row with the information you give it.  As a test, try changing to a different, blank AR to eliminate any ...

[quote user="walterh"]Why can't I just enter a new contact without identifying a existing customer?[/quote] You can actually, when you press the Add to Method button, just below the Search for box there's a button for New Contact / Lead / Customer / Vendor ... - clicking this will bring up the new contact entry screen and will ...

[quote user="handcrafted"]Please tell me what step i am missing.[/quote] If you just reinstalled the Method Integration Engine make sure you push 2 full syncs.  Inside the Method Integration Engine, under the synchronize menu, click Full Synchronization.  After 2 full synch's the subscription file should be saved. ...

Data entry in Method is identical across all our collection points (Outlook, Gmail, web forms and our Method CRM screens).  The Entity and Contacts table will have a record of every new lead, customer or vendor.  The Customer table will have an entry for both leads and non leads. [quote user="walterh"]What is the best way to ...

[quote user="walterh"]I want to enter leads from both Method and Outlook but the Lead Entry screen puts the information in the Contact table while Outlook only allows the entry in the Customer table.[/quote] I would like to test this scenario a little more on my local machine before posting a response.  I'll have a post ready ...

[quote user="Blake C"]Make sense?[/quote] It makes sense but I'll have to do some more testing to recreate your scenario described.  In my testing I was using the Insert Records action and I created a blank table with 2 fields, name and date.  I added several records with and without dates then created a button to copy the ...

[quote user="Winston Lo"]can method track the real revenue and cost of a job so that commission can be calculated based on the profit from the job?[/quote] Anything is possible within Method - if the information is available to us from QB then you can build a custom screen to review/modify/update the information and sync it back with ...

[quote user="Winston Lo"]... through Method, would I be able to assign certain currency to a particular customer account?[/quote] You would first assign the currency per customer in QuickBooks then Method will respect that currency when you create invoices for them.  If you want to assign the currency of a customer inside Method ...

[quote user="Blake C"]is it possible to use Shared Results in a Filter[/quote] Yes.  If the shared result is available then it will filter based on that criteria, if not then it will not filter.  This allows you to setup some dynamic filtering triggered by user action on a page - a very cool feature. ~C