Method Community

Andrew, You may need to add additional actions to replace merge fields that pull data from the EstimateLine table. You can find replace merge field options within the Character Function action. Below is an example from the stock Invoice screen.  Jason

Hi Nebo, You can find some great documentation about filtering grids by clicking here. See my screenshot below to learn where a filter view can be selected on a grid.  If you do not see this option on your grid, it may be because you haven't added any filter views yet. To add a filter view, edit the grid and skip to ...

Hi Andrew,  Are you using merge fields to bring date fields and estimate line items into the email template? I'm not sure what you mean by how multiple line items are displayed on an email template, can you elaborate a little more on what your end goal is? I'll have to look into how to format the date ...

Schalk,  After further investigation, I found that PayPal doesn't directly support the ZAR currency. For credit card transactions, the currency would have to be converted from a supported PayPal currency. There is some hope though as Method supports Authorize.net emulation. If you can find a merchant account that works in South ...

Hi Schalk, You can only use supported merchant accounts in Method. Click here to see the list. We also just recently released Paypal integration. Judging from this article I found, it looks like Paypal may support ZAR as of February 2013. I will check to see if Method can support ZAR through Paypal and post back ...

Andrew, Glad to hear you got it working! Let me know if you have any more trouble, I would be happy to help!  Jason

Hi John,  You may just have to regenerate the Activity table. To do so, go to Customize>Tables/Fields and click Edit Fields... for the Activity table. Finally, just click Finished Editing Fields. If this does not clear the error, repeat the same steps for other related tables such as the Entity table. Errors like this often ...

Hi Nathan,  Yes I have! Looks like the issue is resolved, however we will have to wait for the site to be republished before we can see the changes. I'll post back here as soon as this happens.  Jason

Hi Joey, There currently aren't any known issues with Quickbooks 2014. Check to make sure your Method Integration Engine is still connected to Quickbooks, and that there are not any conflicts listed on your Quickbooks>Resolve Conflicts screen. If you are still having issues, feel free to give our support line a call, or ...

Awesome! Thanks Mary. I'm not sure how this will sync to Quickbooks, but it will work for Method-only custom fields.  Jason