Method Community

[quote user="andrea"]Any chance this is due to archiving the QuickBooks database?[/quote] Very likely - depends on your options when archiving.  I know there is the ability to remove old transactions and lists that aren't being used - when you do this Method has no way of know they were archived. [quote ...

[quote user="smohyee"]What is the best way to handle this situation?[/quote] The three steps you outlined are perfect.  In the scenario you describe it's best to keep the previous employee as inactive and unable to login. [quote user="smohyee"]Will these steps ensure that the first employees work history is preserved ...

[quote user="Blake C"]How do I fix this? Is there any way to fix it through the Method UI?[/quote] The best way to fix the broken contact links is edit the records through export/import - here you can see the RecordIDs and link everything up correctly to import again.   ~C 

[quote user="Blake C"]Shouldn't the Contacts screen check this logic on Save rather than burying a data issue that will clearly cause me problems later on when I try and search for a customer again only to find out it's unavailable?[/quote] It would be hard to account for every possible mistake a user can make within Method. ...

[quote user="Chris Berg"]Any luck here Chad?[/quote] The selection change with radio buttons on mobile has been identified as a bug, I'll update this thread when I have more information. ~C

[quote user="AutumnW"]But - when I try to select another transaction link, nothing happens except my profile info disappears.[/quote] I just setup a Portal with a similar customization and I didn't notice anything strange when linking around.  How are your Go To links coded?  Are you using Go To Tab Link or Go To Screen? ...

[quote user="JKM@SA"]How do I add an Invoice type?[/quote] To do this you would have to create a screen based on the table for ActivityInvoiceType.  From here you can add a grid to see what's in the table and add a few input boxes to allow entry of new records. ~C

[quote user="Fred Augustine"]Is there anyway to recover all of the default values in Method for tables, fields, etc?[/quote] You can recover screens since the original screens can't be modified but tables and fields can be so you can't reset a table to the default settings.  If you have no data inside your account we can do ...

[quote user="scott"]Do you have suggestions on how I can handle this?[/quote] I do!  First up there is a little confusion on the Invoice table because there is already a CustomerType field but it doesn't appear on the Invoice screen so it's not used.  What you want to do is pull in the CustomerType from the Customer ...

[quote user="smohyee"]How can I get this sucker to show up in QB so the Invoice will show a balance due of $0 in Method?[/quote] Are these stock screens or custom?  I just tried to receive payment for several invoices of varying amounts and the payment was correctly applied and recorded in each instance.  Do you have wait for ...