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Its not really your fault, it is QuickBooks. Those custom fields in QB are always text on the backend of the database, even if you "define" them as something else, like a number in QB.
A better practice is to use an additional duplicate Custom field in Method, where you can REALLY define it as an integer. Do all your ...
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I think you are probably doing something wrong, as this is certainly possible. The default filter is set when you edit Grid filters; there is a check box to indicate the one you want as default.
You may want to invest in some consulting time with a internal or external Method consultant to walk you through some basic customizations - it ...
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Yes you can., but you need the Method Report Designer which is installed as a local program on your PC. You'd start by copying the Method standard report and then adding you own fields.
Here's a link to the Report Designer help - it includes some how to videos: ...
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Also worth noting that
Sync with QBD and QBO
information exchange with the API
Customer Portals
Email notifications from Method
are severly impacted to non-fuctional. We know you guys are working hard!! Just FYI - this goes beyond being able to log into Method or not.
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Don't know if you guys are going to work on the Google gadget at all but I have a request. When you auto-fill a date on an emal, it should be the date the email is sent, not when I'm reading it. As it is I'm always having to change the date/time, since I don't always read email the minute it comes in.
Thanks!
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Furrywombat,
The key here is your statment, "we still need to wait as long as 60-90 seconds for QB to finish processing the data before we are able to calculate outbound orders" This indicates to me that this is a QB issue, not a Method one, which is more often than not the case/. The problem is that QB is a really ...
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Hi David,
We've done this and it works great.
When doing this you have two choices, adding a document which has been created earlier in the action sequence using the Generate report action or adding a document which the user can choose from a drop down on the screen. The key to the second is to identify that document ...
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This is from a clients web developer - he was unable to create a forum account to post himself because the Captcha is broken.:
When making a request using either MethodAPIInsertV2 or MethodAPIUpdateV2, if I include any of the address fields (BillAddressAddr1, for instance), I receive an Action Not Supported response.
When I then use ...
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I want to be able to associate an email with an existing case from Gmail. However, doing so triggers an automatic email to the client with the case update email. Where do I turn that off? (Or can I?)
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Yes that was it! Everything is working now. I hate that All Mail folder, so I'd turned it off in IMAP.
It was interesting to learn that the gadget uses IMAP. Since that doesn't come turned on by default when you set up a business Gmail account, maybe that should be part of the setup instructions? I had already enabled ...
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