Method Community

I'm new to what the API can do. I have a client who sells pergolas from their website. These are larger ticket items. Is it possible to push the sale from the shopping cart into method so we can print out a work order? Thanks in advance.

Does anyone have any input for me?

Hello Shelley,    I would recommend re-copying the default screen and trying again.  There is no way to re-connect the links without modifying many things.   Check also your actions on buttons and on the OnScreenLoad actions.  To check the action on screen load, go to your screen designer with the view open.  Click ...

I understand what this message is saying, but cannot imagine what it refers to: ERROR: One or more fields referenced by your actions were not found on the screen. Please make sure all actions specify a valid object on the screen and republish. If the problem continues, please contact an administrator.

Hello Afrodite, It should be possible.  The invoice table holds an AppliedAmount and Terms field.  The AppliedAmount holds the Receive Payments that have been put towards an invoice.  The terms have the payment terms for the customer/invoice.  I would say you need to do a Retrieve Value From Table action that gets records for ...

I would like to add the parent/child functionality native to Quickbooks and implemented in Method to allow customer equipment to have "children."  This is done in the Customer/Job relationship.  Does anybody have ideas as to how to get started on this.  I give a very simple illustration: A customer has a truck that ...

When in the "Add/Edit Contact" screen, there is not way to change the "Contact Type". Is there any easy way to change that. We have some customer that have 3-4 contacts, but we would like to choose which one post to Quickbooks. Also, when youre adding a second contact to a customer, there is no way to assign it as the ...

2 questions: INactive customers - do they all come over with the first sync?   Client signed up for CRM & FSM and needs to run parallel with their current FSM product that is syncing to QB.  In order to test though, we need to sync QB to Method. How do we work with a non-live file while doing customization for them and ...

OK, it now says client does not have permission to send on behalf of the from address.

Hi Bryan, Strange -- can you try to send another test email and let me know? I'll check our email queue to see if it's getting stuck on anything. Your'e using the SMTP settings that Office 365 provided? I'm not sure which ports you've tried, but give 465 (with SSL), 587 (with SSL) and 25 (without SSL) a try as well. Naeem