Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Vendor List Fixed (#1512) - Removed Save and Delete since we currently do not support modifying or deleting Vendors. (QBO) Employee List Fixed (#1502) - Removed Save and ...

I have a date field on one of my screens and I'd like to set the default date to January 1st of the current year. I know how to take the date from the current session and put this into an action result but how do I reflect that in the field? Do I need to specifically populate in on screen load with an action? Or can this action result be ...

Never mind. After some research, I discovered that the Customer table is a subset of the Entity table (with the same Record IDs) and the Contaacts table is separate, with different Record IDs.

Hi WildlifeRemoval, Here are my results below, I am sorry I didn't get back to you last Friday, I was sick. First, I had to go to Customize->Tables/Fields, then I selected "Edit Fields.." for the "Transaction" table.  In the Transaction table I choose the option for "Add a Linked Field", I choose ...

Recently our Service Provider reported our service as unabailble for about an hour - during which time some Method users weree assigning Activities.  The email alert emails bounced and an error message was shown - Email Send Failure Alert.   My question is - when the service returns what would happen to the alert emails?  I read on ...

Hey Tate, I know it's probably too late, but I found I had a fair few issues with getting Method to work at first using PHP and the Method API. I've had a bit of success now, but here's the basics for cURL: http://imtheirwebguy.com/cforms-to-methodcrm-getting-dirty-with-soap/ If you're still stuck, drop me a message.

I've created a screen to display a table uploaded into Method.  I've been able to adjust everything in the screen display to make the table display as we wish with one exception.  This exception is that I'd like to increase the height of the rows as we have a couple of columns with more than two lines of text.  I've ...

Hi John, Sorry for the late reply. This must have got lost in the crowd. Contact is not a subset of Entity.  The Contacts table is a Method only table.  It has linked fields from the Entity table, but they are separate fields.  The Contacts table hold all of your contacts and does not sync to QuickBooks. Hope this helps, - ...

Hi. I am a new user. When trying to create a sales order from an estimate I get this error. This record could not be saved. The version of your accounting software does not support edits on this list or transaction from 3rd party software. Try editing the record directly in your accounting software instead. Additional ...

I have added lots of custom fields to my Entity/Customer/Contact tables before - I just wanted to double-check which table was best to add the field to, and which child tables would also contain the field. It's very difficult to make what should be simple decisions on these types of things without documentation or even a simple schematic ...