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  • Re: Report Designer, with HTML text. Form Letter Design

    Hi TroyW, Glad to hear you&#39;re finding your way around Method! You can find out more about the Character Function (Merge Fields)&nbsp;action HERE&nbsp;-&nbsp;Hopefully this points you in the right direction. Let me know if you have any questions! Thanks TroyW, -Ben
    Posted to Method General Q & A (Forum) by Method_Ben on 06-23-2017
  • Re: Report Designer, with HTML text. Form Letter Design

    Hi there TroyW, Thanks for posting! Can you let me know the name of your account, as well as the Screens in Method you are using to generate this report? I&#39;d like to take a look at what you&#39;ve got so far so I know how to direct you here. Feel free to email me directly at success@method.me&nbsp;- referencing this forum post - If ...
    Posted to Method General Q & A (Forum) by Method_Ben on 06-21-2017
  • Re: Quickbooks Desktop Integration Engine Error

    Hi there TomH, May I ask which Windows version you are currently using? Are you utilizing a Server variant of Windows perchance? (ie. Windows Server 2008 etc...) If so, there are some extra steps we will need to take to get you up and running - which will involve installing the sync engine using our StandAlone .MSI files rather than the ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 06-21-2017
  • Re: Default Date Format?

    Hi there GroGreen, The&nbsp;Control should expect a format similar to the following&nbsp;(Either should work, and the control will figure out the conversion if the Display Format is different from what is entered) May-29-2017 10:27 AM&nbsp;- Short Date and Time Mon, May 29, 2017 10:28 AM - Long Date and Time However - it appears there is ...
    Posted to Method General Q & A (Forum) by Method_Ben on 05-29-2017
  • Re: Why would "Mobile" field be missing from my table?

    Hi Maureen, You arent missing anything here -&nbsp;We currently dont sync with the Mobile field on the Customer table for QuickBooks Desktop versions,&nbsp;as it&nbsp;has&nbsp;not yet been made available through the&nbsp;QuickBooks SDK (the platform we use to query and modify&nbsp;data from&nbsp;QuickBooks).&nbsp;When you try to add this field ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 05-25-2017
  • Re: Best way to automatically backup QB file

    Hi thesolarguys, There unfortunately isnt a built-in process to automate shutting down the sync engine at particular times. One thing you might be able to look into if you needed this process automated would be be the Windows Task Scheduler. I found a quick Youtube Video explaining the process you would need to follow HERE. This is fairly ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 05-16-2017
  • Re: Report Designer Conditional Formatting based on Text?

    Hi Maureen, No Problem! Happy to help. To get the formatting to also apply to strings not exactly matching the field - you can utilize the&nbsp;CharIndex(&#39;String1&#39;,&#39;String2&#39;) Function. CharIndex takes String1 (the value you are checking for - &#39;Ready&#39; in this case) and compares it against String2 - returning the ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 05-04-2017
  • Re: Report Designer Conditional Formatting based on Text?

    Hi there Maureen, The Conditional Formatting for Text is much the same as the conditional formatting you are used to using for Numerical values.&nbsp; For your Scenario - The Formula applied to your control would look something like [FieldName]&nbsp;Like&nbsp;&#39;Ready&#39;&nbsp; - Making sure to use the Single quotes to Bookend the ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 05-03-2017
  • Re: Having trouble with the Method Outlook Plugin

    Hi Mesan, Sorry to hear you are having troubles! You mentioned you are using your Username to log in - can you go ahead and give your Sign-in Email a try too?&nbsp;Either one should be working, but I have noticed some troubles with usernames with 2 words (typically first and last name). If this doesnt work, let me know and We&#39;ll look ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 04-25-2017
  • Re: Drop down menu - Linked Fields

    Hi there Samy, It sounds like you are doing everything correctly by what you are describing, But I would have to take a look at your Table structure and the screens in question to give you a better answer here. Can you shoot me an email at&nbsp;Success@method.me -&nbsp;(&nbsp;For Ben as the subject ). If you can tell me the name of your ...
    Posted to Method General Q & A (Forum) by Method_Ben on 04-21-2017
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