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Sorry for the confusion. We have sent an email directly to follow up on this.
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Hi Lance - Are you running into issues? If so, please let us know and we can have someone help you out.
In the meantime, this help center article may help with the settings required.
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Hi Abhishek,
Printing documents such as an invoice requires a set of actions to be run. However, the API doesn't allow for triggering a set of actions.
But I may offer another solution used at another customer - have the process all be in Method rather than ShipStation and QB. At the other customer, the user selects the Sales Orders that he ...
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Hi Daniel,
Have you tried enabling your user to allow for creating tables in the classic version? In step 8 of the user setup is the option to give that access. Here's a help article where you can see screenshots if you search for "Step ...
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Thanks for sharing! Love hearing about scenarios like this.
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Following up on this post from a while back. There have been changes since this post.
If you want to access the data related to the screen's active record (eg., the Entity for the Contact on a View Contact screen), you will want your actions in the Focus or Active Record Change section of the screen's action sets. If you have those in ...
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Hey gfoxjr,
Yes, that's where Contacts are. Just a couple points to note as you go through the process:
If the customers in #3 are in QuickBooks, then these customers should already be in Method.
If you want to add additional data to these Customers or Contacts, you will want to Export the Customers or Contacts table so that you ...
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We just wanted to confirm that we're on it, and will get back shortly with an update.
-Method Team
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We just wanted to confirm that we're on it, and will get back shortly with an update.
-Method Team
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The issue with reports now appears to be resolved, and we are back up and running. We will continue to monitor. Thanks for your patience.
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