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  • Error launching MethodIntegration for QBO

    Launching the MethodIntegration Engine gives the following error dialog: Can click Continue and log in, but the PUSH status keeps listing Connection Failure. Just started happening today but happens every time we try to launch the engine.
    Posted to Method:Classic General Q&A (Forum) by StWilson3 on 03-10-2017
  • Re: Exporting customer info based on two tables

    I have looked at this a bit but I am confused. In your first suggestion, I was adding a Dropdown for the RecordID, and adding the version number as a linked field. In your latest suggestion, it looks like the version number is now being done via a Dropdown instead of a linked field. The version numbers in my Registrations section are entered in a ...
    Posted to Method:Classic General Q&A (Forum) by StWilson3 on 09-08-2015
  • Re: Exporting customer info based on two tables

    Thank you for the suggestions. I did what you suggested but the version number was not showing up in my grid. I think that this might be due to the fact that many of our customers have more than one registration record associated with them. We have customers that go back a number of years who have purchased multiple copies and so they might have 5 ...
    Posted to Method:Classic General Q&A (Forum) by StWilson3 on 09-01-2015
  • Re: Exporting customer info based on two tables

    The Tags suggestion is interesting, but this particular search is a one time request. It would be overkill to go through the whole process of importing tags when they would only be used this one time. It would be more useful to set up a new screen where I could search the customer records for certain criteria and the registrations table for other ...
    Posted to Method:Classic General Q&A (Forum) by StWilson3 on 08-31-2015
  • Re: Exporting customer info based on two tables

    I was going with an Excel format because we will need to supply the mailing addresses to another company, and in the past we always sent them in either a text or Excel format. After export I would also need to be able to go through and do some sanity checking to weed out any addresses that are incomplete or impossible to mail to, so being able to ...
    Posted to Method:Classic General Q&A (Forum) by StWilson3 on 08-28-2015
  • Exporting customer info based on two tables

    I was hoping to get some advice on how to find and export customer information based on information in two related tables. On our Customer screen we have added a custom section that contains software registration information for each individual customer (serial number, version number, etc.). It is linked to the Customer table by the Customer ...
    Posted to Method:Classic General Q&A (Forum) by StWilson3 on 08-28-2015
  • Importing Questions

    We have about 66,000 customer records to import into method. Each one of these will also have a related set of information imported (serial number, version, and product info) into a custom table that we have created and linked to the customer info. Many of the customers will have two or more registration entries. 1. Will method function normally ...
    Posted to Method:Classic General Q&A (Forum) by StWilson3 on 10-01-2014
Page 1 of 1 (7 items)