Method Community

Hi Brett, When you add an email to Method using the gadget, the body of the email should contain the email you received, and you can add your own message above. This can be seen on the screenshot above, the inbound email starts with "Add Email Subject..." in the body field, and I could add my reply above that line. Is this not the ...

Indr, Thanks for the reply.  As we are not a "customized" license, I am going to repurpose BillToAddressNote for "created by/timestamp" and ShipToAddressNote as "last updated by user/timestamp".   Rob

Hi retrotel, You should be able to clear the form by clicking on the More actions… button on the bottom of the screen, and then clicking Clear / New. This should work to clear all the fields on both the Sales Orders and Invoices screens. Hope this helps. - Justin

Is there a way to exit a form without saving?  We have had problems with reps having sales orders or invoices open in method after they sync to QB.  In order to exit they have to save.  Sometimes, the form has been marked up in QB and the save process undoes the markup in QB.  How can we avoid this issue?

Hi Davewalter, Here's my answer. You can achieve this by various methods, herewith mentioning few of them. Save the hyperlink code into an action result.  I used <a href="*"  target="_blank">*</a> . The "*" are place holders for the actual web address. Use a character function ...

Is there a way to create a custom field that will hold a URL that links to a webpage (like a link to my Google Drive account), so when a user clicks on the link it will open a new window to this webpage? Thank you

Hi Ben, I was  wondering if any progress has been made on this issue  and to remind you that we need to continue to have the October version available until it's resolved. thanks, Rolf

Are there currently any issues with the web service or database? I'm able to perform "MethodAPITableListV2" and "MethodAPIFieldListV2" operations but am consistently getting timeouts trying to peform the "MethodAPISelect_XMLV2" operation.

Thanks Chris.   I'll create a lab experiment with your suggestions.

HI Mark.  If it is an accounting table, you should be able to use the “TimeModifiedAccounting”, which is the modified time according to the synced record from QuickBooks. If it is a non-accounting record, there is no automatic timestamp feature. But if you place a “LastModifiedDate” field (spelt exactly that way) ...