Method Community

Thanks Russell! If I understand correctly, the action result used in the body field in the send email action needs to contain the dynamically generated rowset from the database in HTML format.  But what action type would be used to "accumulate" each row from the loop, which is what ultimately becomes part of the HTML code?

Hi Glen, Method is designed to be used as an add on to QuickBooks, and always connected. Although it is possible to use Method on its own, you won't be able to take full advantage of the platform so this isn't recommended. It is probably due to to the disconnection between QuickBooks and Method that you are getting the customer ...

We have decided to use method (in the beginning) as a sales tool for some new employees. The boss was not impressed with the junior salespeople having access to anything in QuickBooks - maybe in a few months.... (I know, I know). I am not sure why I cannot delete the customers from within method - I xelete them Ok but method tells me that the ...

Please see my reponse here: http://method.me/cs/forums/p/5830/21976.aspx#21976

Hi Wentsi, Adding a a field to a table adds it to the database, now you can add it to screens. To do this, go to Customize > Screens. Click on CRM_EditCustom to copy the screen. Note that the default screens cannot be edited (so that you can revert to them if needed), so you should make a copy of that screen. Go ...

After adding a new field to my customers table, it doesn't show up when I try and edit a customer or add a new one. Is there something I need to do in Tables or in Screens? Thanks!

Hi cga1982, Can I ask why you are trying to do this? Customers are sync'd between Method and QuickBooks, so there is no way of having them in 1 but not the other. However you have various alternatives to this, such as filtering the customers in Method. -Russell

Russell, Maybe you can help me again - I added the field but now it doesn't show up in customers when I try and edit or add a new customer. Thanks!  

Russell, I actually figured it out and did exactly what you said too, thanks though!

Hi Wentsi, Field names may only contain upper and lower case letters, and numbers. You are trying to name a field with spaces in it and the number sign (#) which is not allowed due to the design of the database. I recommend using a field name such as "BannerStoreNumber", and then then when you display the field ...