Method Community

I know Smart Vault is available for online storage but I am interested in storing image files on an external drive and have them attached to Quickbooks customer files. Is this possible to do withing Quickbooks rather than Method so that I am not having to upload and download large volumes? If possible I understand I would only have access to these ...

Hi Iruff and John M, John, thanks for the response. That would work, but I'll suggest an approach that calculates the total without having to manually change the filter. Iruff, I suggest having Method actions calculate these numbers. You can have these run from the screen's OnScreenLoad, or anywhere else that makes sense for you. The ...

Hello,     The data for transactions should be small.  It is only data that is being sent and not whole files.  SmartVault could take more data as you may be uploading and downloading larger documents like PDFs and pictures.  Also, your usage would be a factor in how much data you use.  Your best bet is to try ...

I have a custom table with a status column. I want the select option to open one pop-up based on the value of that column and another for other values. I have a "Start Conditional Statement" action with value 1 being "Value From Row" with the "status" column selected "Equals to" Type In of ...

Sometimes the Estimates I create might take a few days to complete.  So, I have a partially completed "Draft" estimate that has been saved under that Opportunity/customer.  The problem is, this "draft" estimate shows up on the customer portal before it is complete, and this can lead to some confusion.  Any ideas ...

I'm having trouble with some Group Items on my Estimate form, where the Group Items seem to disappear and then reset randomly.  I set up some Group Items to capture common components of somethings we sell.  This is helpful because the detailed items within the Group are hidden, and my customer only sees the grand total of the group ...

I'm having trouble with my sales order screen - many glitches/bugs/problems: 1. Keeps telling me that the customer field is required even though there is a value in the field when I try to do "Save" or "Save and New" 2. Print Preview button yields this message: Could not run the 'Show Screen In Popup' command, ...

Is possible to use the Method API to import an vendor invoice into Method? If it is possible is there an example out there? Thank you.

Hi ByronMSEC, here are 2 ways you could achieve this, I'll go through them both for you. The first way would be through import/export: Export your Activities table, with the fields RecordId and AssignedTo selected. Modify the AssignedTo field to the new salesperson's name (make sure this matches exactly to the value ...

I have added "item" to the grid on the edit estimate screen.  I do not understand how to add it to the PDF.  I have downloaded the tool and have customized forms.  I think I just need to add the field to the esimate.estimateline group but unsure how to accomplish this.