Method Community

Hey Adrian, I am glad you got this to work, and thank you for the feedback! -Ben

Thank you , that sorted it.

I do not know what to do about this -- I have received the following error message: 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. I deleted the fields on my custom ...

It's not a Generate Report. It's a Document field lookup from the DocumentLibrary table shoved into an ActionResult. That AR is then used as the attachment in the SendEmail action. Here's the screen shot of the Retrieve Value From Table action immediately before the SendEmail action (see link in my previous post for that action's ...

  Good day Method users!   Once again it’s Alex, your friendly neighbourhood documentation man-about-town, stepping out from behind the editorial desk to bring you some food for thought for your small business.   I’ve talked before about how companies leverage their social media platforms into leads and customers, and ...

Is it possible through API or... to send a sales order transaction from one Method Aaccount to another? Here is the scenario.. Business A works as an independant sales rep for Business B selling custom built widgets. However, Business A also sells products for other companies and wants to ...

Hi Adrian, Your Sales Reps should be getting synced from Method to QuickBooks, are you linking the Sales Rep initials to a "Name" that is stored in your QuickBooks File?  I just did a quick test in my own account, first I added a Sales Rep with a 'name' from Method, then went into QuickBooks, pulled up an Invoice and ...

Hi Ben, The reps created in Method are not shown in Quick Books, I have looked in Lists/Customer & Vendor Profile Lists/Sales Rep List and also in LIists/Other Names List. Where are they stored? Thanks  Adrian

Hello,    We did a test here and could not reproduce the bug.  Can I get a screenshot of the Generate Report that picks up the report and stores it in an Action Report?  It may be something there that is causing the error. - Greg

Updated sync engine for QB Desktop The following updates are now available. Performance improvement - In cases where generating a report takes a very long time a separate web service will be leveraged to improve response time. Feature Request - Now integrates with Lot Numbers, Serial numbers on locations for QB Enterprise (Advanced ...