Method Community

Hi Charles, I believe the action is working, however depending on what you're tyring to see, the value may not updating just yet.  For instance, in my example, I added the IsFullyInvoiced field to the Existing Sales Oders grid. The grid does update, however that field in particular will update after the invoice is sent to QuickBooks and ...

Andrew, My apologies for my delayed response to your question. I'm going to try this out today to see if I can find a solution for you. Stay tuned! Jason

We have successfully imported and loaded all our US leads for a dealer campaign we are launching. We've decided to work our leads state by state. We want to filter our US lead list by state but we can't find a way to accomplish this without building completely seperate campaigns for each state. Studied the webinars, read the help center ...

Hi Vicki, What exactly are you trying to accomplish?   We do have the Create Short Method URL action that you can use.  What I'm not understanding is why you'd want to have a DataType to link you to the site?  If you are already on the site, why would you need to link to it?  If this is for an email template ...

I have edited the shortcut links in my original post, now they show both actions. What I'm trying to do is set up the record ID on invoices imported from third party software via API. I get the bills with line items, dates and everything imported via API, and I want to assign them a ref. number value on import. It could as well be RecordID ...

Hi, From the screens you posted earlier (they are both the same), you are taking the recordID field value and adding 0 to save it to an action result. A much better route to take would be to use the Assign value to action result or the Enter value into field on Screen. This of course is assuming that the record itself is already created.  In ...

The Estimate.CustomerFullName is a linked field to the Customer table. This was created at some point in the past, I'm not sure who by. And after exporting the table I can now see that that it replicates the Estimate.Customer field. Could this be the reason why the field doesn't display? Just for future reference.

I am attempting to do the same, and it's not working. I am building a process on the sales order page for order processing, and a custom grid filter to display orders ready to ship. Select the sales order, convert to invoice, all works as expected but I would like to have the sales order list grid refresh when the CreateInvoice popup is ...

I am having the exact same problem, most often with international orders. Here's the current process: Item ordered on our website Pulled into QB via ECC/Webgility connector as SalesOrder Sync to Method Unable to sync back Even when fields are manually cleared in Method, when attempting to sync back to the desktop, the empty fields are ...

I think this could be a issue in relation to new activitie screen. qbo>home>my crm preferences.  I set all the defaults and they dont save. going to this screen and i get this message, Action Sequence:1 There has been an error during the action process. john m