Method Community

Hi Marcelo, To change the margins and page size, select the overall report and look in the properties section.  You should see the options there.  See below: Just click where the arrow is pointing at the top to select the report, then scroll down on the right to find the page settings. Hope this helps, - Adam

Hi Marcelo, You would need to add an Email field to the Invoice table, much like the address fields that are already there.  Then you can update the actions to retrieve the email from the customer and put it on the invoice screen.  You can find the existing address actions by clicking edit on the Customer dropdown. The address ...

Hi Mike, This is likely just due to how the SDK accepts new customer records.  I believe we handle the entity record slightly differently than QuickBooks and QB has the logic to create a new customer with a value in this field. It then syncs over into Method.  I don't believe you need to remove the data already in these ...

Hello, Would anyone like to share how to link a table in MS Access using the API? I wanted to pull in the data from a series of tables and data for only one account so that I can build a complex custom report. Thanks,

Hi Dana, Sorry for the late reply. It appears this got missed. Any new leads that are created in the web form should be found in your Leads tab in Method. When you filled out the form were there any errors? - Adam

I want to add the customer's email address to the invoice header, what field am I looking for??

Hi Marcelo, Sorry for the late reply. You certainly can. Just understand that this is only available in Method and does not sync to QuickBooks. If you click on the Customers and Contacts grid, you can show this field already. Just click update to show it.  You can also edit this grid to show it permanently and also customize the ...

Things seem to be working. again, I didn't do anything different.

That's good to hear Jthat you were able to solve the problem.  You can always share the solution if you believe it will help other forum readers. If you notice anything else with the February version, let us know. - Greg

Hi gbghartley, I just wanted to first apologize on the delay in responding to this forum thread you created.  I have to actually set this up in my account in order to give you the correct answers to your 2 questions.  I will be doing my best to do this today, and should be able to respond here before the end of the day. -Ben