Method Community

Hello,     The Class table has no relationship to the Opportunity table. First, you are creating a drop down properly, but its not a relationship to the Opportunity table and won't save.  Second, The Opportunity table has a couple screens associated with it.  Namely CRM_NewOpportunity and CRM_EditOpportunity which ...

A fix has been put in and the issue has been resolved.

Hello Meghan,     This certainly is a logic question because it involves database and table design which is an art all onto itself.     For #1, I was thinking you could create a relationship table.  I will assume you have a table storing all the Education Classes info (eg. class #, class name, etc) and you have ...

We took this conversation offline to get resolved.  We are currently working on a solution.

Hello Sergio,      My recommendations would be to try another browser.  The Screen Designer works well in Firefox or Chrome and doesn't work well in Internet Explorer.  You can also try clearing your browser's cache/history.  In Screen Designer, you can also right-click anywhere to reload the designer, ...

Hello l.brandow,      Sorry for the late reply.  I looked into this and did a couple of trial runs.  I have had some success in getting a generated report from an Invoice to be added to the Documents list for the same invoice.  I used the Character Function on my Generate Report button, after the Generate ...

Hello,      When you enter the credit card number in Method, it is stored temporarily until the sync happens.  Once the sync occurs, Quickbooks will get the credit card number.  It will then send either a blank number or X'd out number back to Method.  This depends on your setting in Quickbooks, summarized ...

Hello Charles,     Method does not store any credit card numbers.  You can enter a credit card number in the Method fields and it will be passed into Quickbooks with the sync.  If you enter the credit card number in Quickbooks, the credit card number will not be sent to Method.  There is an old forum post that ...

Hello bcr_garrett,     I have read your issue and it is one about timing and they can always be a little tricky.      First, when you Clear Screen For New Entry, you take away the information off the screen and it can not be used. On the other hand, it shouldn't affect the refreshing of the ...

Hello Issac,       Method does not sync with custom fields created in QBO.  It is a limitation of the IPP (ie. Quickbooks Online) and not Method.  We are hoping for an update soon from Intuit.  You can read our Help Center guide on the topic here.      For your second question on the ...