Method Community

[quote user="Jacob"] Well, I am testing against CRM data which can be manually entered without a QB sync. I have successfully tested getting customer and entity data, adding phone call event, etc.[/quote] Jacob - yes, you can enter data into the CRM tables without syncing but that doesn't mean you're not going to run into ...

Which table is your transactions grid based off?  If it's not based off the the transaction or estimates table then it would never show in estimates.  The default grid for the transactions tab section uses the transaction table.  Please confirm. ~C

@Jacob - Method requires QuickBooks though so if you haven't linked this account with a QuickBooks file, how are you testing this?

[quote user="smohyee"]Is Method perchance clever enough to interpret the entire list of records, and map it to a Method table of my choosing?[/quote] Not at this time - there are no Actions to process XML and trying to use the character function to do this would be difficult.  Your solution should be a web service before Method to ...

Nancy emailed in the following question: [quote]When I click on Add activity then save I get this following message: The page at https://onlicccomr3eco3fvoqfhrp26sj0lj6k-a-gm-opensocial.googleusercontent.com says: undefined[/quote]  

Selwyn - Unfortunately that is a Google Gadgets limitation and not a Method Gadget limitation.  Google Gadgets do not appear for any gadget in the "Compose" screen.  It sucks because it would be way sweeter to have it on the same screen but that part is beyond our control.  If or when they add this, we'd of course want ...

[quote user="John M"]I can see that changes i made while in the editing screen. Just not in mobile.[/quote] We're able to replicate this and will update this thread with more details. ~C

  Selwyn - Totally appreciate the feedback but I'm not sure putting a preference would eliminate the need to change the "Edit Details".  Even if you had a preference that you could set so that "Sent Items" were given the default type of "Email Outgoing" it wouldn't' solve for the emails where ...

smoyhee, There's a lot ot digest here and I just wanted to let you know I'll have a reply up for you soon. ~C

Selwyn - If I'm replying to an email though, 99.9% of the time I select "Emai Incoming & Outgoing" if I am replying to the email I received.  Email Incoming means I received an email and did not reply to it, however I want to log this in Method CRM.