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  • Re: donors and tax in the UK

    Hello Frank,  Thank you for question. While keeping in mind that Method:Donor has not been completely vetted vetted for users outside the United States, it seems like you are looking to do the following below:  1. Create a report  2. Report must be able to provide list of donors, and the total amounts they have ...
    Posted to Method:Donor (Forum) by Method_Sammy on 11-21-2017
  • Re: Making old customers 'Inactive' glitch

    Hello,  Thanks for your question. The answer to this depends on the version of QuickBooks you are using with Method (i.e. QuickBooks Online and QuickBooks Desktop).  If you are using QuickBooks Online, you can find deleted customers by changing your filter to view 'All' customers. Since customer's in QuickBooks Online are ...
    Posted to Method:Classic General Q&A (Forum) by Method_Sammy on 10-04-2017
  • Re: Grid filter not working on SQL overridden field

    Hey,  Have you tried altering the query to check for the current UTC date ( GETUTCDATE() instead of GETDATE() )? What kind of values are you expecting for this query? Is there typically meant to be more than a days variance between "SoldDate" and todays date? Let me know what you are trying to accomplish here and we can come ...
    Posted to Method:Classic General Q&A (Forum) by Method_Sammy on 09-26-2017
  • Re: Google Maps App???

    Hey,  Apologies! It looks like that issue with Google Maps is currently in the backlog of our development team. I've checked with the team and unfortunately at this time, we don't have an ETA on when it will be completed. But once we have one, we can share any updates on this forum.   best, 
    Posted to Mobile App Beta (Forum) by Method_Sammy on 09-25-2017
  • Re: Google Maps App???

    Hey,  Thanks for reaching out. I've got an update that the issue with Google Maps on Android has been resolved! Please let us know if you experience any issues with regards to this.  best, 
    Posted to Mobile App Beta (Forum) by Method_Sammy on 09-25-2017
  • Re: Hyperlinked Last Transaction column in Contacts List screen grid

    Hello, The process of retrieving the most recent invoice wouldn't be automated. However, you can make customizations that would update the most recent invoices manually by atleast clicking on a button. I might suggest creating a last invoice field on the customer table and create a linked field to the contacts table to that new ...
    Posted to Method General Q & A (Forum) by Method_Sammy on 09-12-2017
  • Re: Account numbers

    Hello,  I would like to mention that this process cannot be automated to autogenerate unique account numbers for all your customers and have it sync to QuickBooks right away. There would be some customization required to assist in doing this. Here is an idea below on how customizaton would be useful for generating ...
    Posted to Method:Classic General Q&A (Forum) by Method_Sammy on 09-05-2017
  • Re: addition within column

    Hello,  With the provided information above, I would suggest creating a new field on the table and the having that field pre-calculated and displayed to the grid. 
    Posted to Method:Classic General Q&A (Forum) by Method_Sammy on 08-29-2017
  • Re: Google Maps App???

    "Hello, Thank you for your question and bringing this to our attention. We have been able to replicate the issue, and have launched a request for our development team to look into this issue. The issue seems to happen on Android devices wheras Iphones are working normal. We can inform you once this issue has been resolved. Thanks! ...
    Posted to Mobile App Beta (Forum) by Method_Sammy on 06-26-2017
Page 1 of 1 (9 items)