Method Community

Yes, I saw that but added a new action--first tried as the first in the action set, and as the last one as well. It just doesn't seem to be running for one reason or another.

Ben, All seemed to work well, did the export but didn't have a TagList field to export. So I created a column on the exported spreadsheet named TagList.  It matched your example. Then filled it with the appropriate tags we wanted. Did the import without errors. However it didn't import the TagList field. When I'm on the ...

Hi Aragonite, Unfortunately, there are no plans for an Outlook plug-in for Mac in the immediate future. An alternative could be to use the Gmail Gadget if your clients use Google Apps.  Jason

Hi Mike,  I believe in Quickbooks you need Advanced Inventory to track batch numbers, and if I'm not mistaken I don't think Quickbooks supports expiry dates at all. For this reason, it may be best to make a couple of custom fields in Method in the ItemReceipt table. Although these new custom fields would not sync with ...

Hi Charles, I took a closer look and the Refresh Grid action already in there is based an a conditional statement that it will refresh the grid only if EditEntity is the last popup called.  Since you are using the Invoice popup, this refresh is not being called.  Have you tried putting the refresh grid action as the last action in the ...

Hello,  I have clients that would be interested in a plugin for MAC as well.  Are there any plans for this in the future?  

Thanks, but no, this does not help. I've discovered that the only way to send data to Quickbooks properly is to blank out Addr1-5, City, State, Zip, Country, and Note. Then re-send the data from Method and it all works magically. But there does not appear to be any way to BLANK OUT the fields in Quickbooks from the Method side. This is what I ...

Andrew, I've been told that this is possible, but may be a little tricky. You may have to build a table using HTML on the email template, and then loop through the EstimateLine table and place the values into that table. Our in-house consulting team has done similar projects in the past, let me know if you would like me to ...

Tried that too, and no, it appears that Method trims spaces before sending the XML or Quickbooks still refuses the data. Still looking for an answer to this. Paul & David appear to have had some success, but still have not received any solid answers from anyone as to HOW this was accomplished.

Hi Scott, Yes, if you follow that order, using the details I provided, you should be able to import the tags correctly and use them in Listbuilder.  For your step 2, you can add more fields if wish, however the fields I showed in my screenshot would be the minimum required fields to do this correctly. -Ben