Method Community

I tried this.  Had to remove "EntityType" which is a field that doesn't support Add.  Then it worked fine.

Ah!  That makes sense, thanks. No, what I put into Addr1 didn't move to Addr2, I was testing with Addr1 and Addr2, Addr1 disappeared (or sometimes got replaced by CompanyName) and Addr2 stayed put. Perhaps you can just advise me on how to do what I need to do. Via the API, what I'm trying to add is a Lead, not a Customer. The lead ...

Checking for null values appears to be easy, if not counterintuitive (X not equal to ... type in... blank value). There does not appear to be any way to check for non-null values, though. What am I missing?

I am in the Middle of my 30 day trial and this is a deal breaker for me.   What I want is simple: On one screen a side by side calendar view  of all my teams schedule for the day by customer last name.  So, I can see each teams schedule for a given day.  I should then be able to see any "open spots" in any ...

Hi Ben, I'm at a loss really, i think its the mobile tab group - i.e. when signing in using the mobile sign in, thats when I get the error message and i can't for the life of trace where it's originationg from. i've tried what you mention but to no avail.

Hi JWS, Yes you can.  You can copy the action set of the Print Preview button and slightly alter it to specifically load the template. Just simply edit the Generate Report action and select the template (the first setting Report) and remove the override settings (the next two settings).  See the screen shot: Everything else ...

David, If you are using custom email reminders, there may be something in the wording that is getting flagged.  That, or their spam filters are set high. I found this link which may help, How Spam Filters Think.  Maybe it will be of some help.  I've tested new email accounts with our stock notifications and haven't seen ...

Mike, It should sync both ways. If you test it out and find that Item Receipts do not sync from Quickbooks to Method, feel free to give our support line a call and we can investigate.  Jason

Thanks Adam! Will do...

Thanks Jason. Will do some testing to determine where the variables are being lost. Appreciate the help.