Search results by user ID 2125

Re: Cannot find Customer Portal URL

mlongacre — Mon, 14 Nov 2016 03:04:16 GMT

You can get the portal URL for a customer by looking at their record (click on their entry on the Contacts List screen.) There is a field for the Portal that has a link to "Share" which will bring up a pop-up window displaying the portal URL for that customer. You can copy the URL from the pop-up window.

The message "Customize -> Portals -> Get sign-in page web address..." refers to the Classic version of Method only.

Mary

Re: Can Method track how much a customer spends

mlongacre — Fri, 14 Nov 2014 00:43:09 GMT

If you have access to QuickBooks, then the simplest way to do this would be to run the Sales by Customer Summary report in QuickBooks. It's available in both QuickBooks and QuickBooks Online. No need to re-invent the wheel in Method.

Re: Report's NOW() and TODAY() functions are 1 hour behind!!!

mlongacre — Fri, 27 Jun 2014 16:26:30 GMT

I wonder if Daylight Savings time could be the issue?

Re: Help with Customization Options using Method CRM on a Mac

mlongacre — Mon, 23 Jun 2014 18:12:56 GMT

Hi Chelsea-

You do have options here. The primary restrictions on your "Regular" level Method account are that you can't install apps or screens that someone has created outside your account, and you can't create your own new tables in your account. You do have the ability to add new fields to existing tables and modify or create your own screens.

As far as designing reports, if you have access to a Windows computer or can install Windows on your Mac that's one option. Or you could work with a Method Solution Provider who can create the report for you (http://method.me/partners/)

However you may only need a short tutorial on working with the reporting capabilities you already have in your Method account. You can sort & filter existing reports pretty easily if they are presented as grids on a screen instead of as reports created in the Report Designer. This video might be helpful, or contact Method or a Method Solution Provider for more personal assistance.

http://www.methodintegration.com/resources/webinars/CommunityWebinar31ScenariofilterscreensbyQuickBooksSalesReps.wmv

-Mary Longacre

Method Solution Provider

Re: Multiple QuickBooks files

mlongacre — Wed, 20 Nov 2013 05:26:01 GMT

Each Method account can only ever be linked to one unique QuickBooks file. If you have multiple QuickBooks files, you will need multiple Method accounts.

However you can create a multi-tenancy relationship between different Method accounts, so that you can look at the data from multiple Method accounts together, which would give you the visibility into multiple QuickBooks files from one "Master" Method account (but you would still need a "tenant" Method account for each additional QuickBooks file.) You would need to contact Method to set up the multi-tenancy relationships, and you should be aware that this is a more complicated setup requiring additional customization in Method.

The more important question is why do you have multiple QuickBooks files set up to represent different divisions of your company? You may be able to change the way you do your bookkeeping by bringing all of the data into one QuickBooks file and one Method account, and then using the capabilites of Method to track the separate divisions. Talk to a Method & QuickBooks specialist about your company's needs to see if there is a better alternative for you.

-Mary Longacre

Re: Strange behavior of Customer.BillAddressAddr1 when adding via MethodAPIInsert

mlongacre — Fri, 18 Oct 2013 13:18:21 GMT

Yes, the Addr1-5 fields are special - there are operations happening in QuickBooks to re-arrange the data. If you put data in Method, it will send it to QuickBooks, but then QuickBooks will re-arrange it and update Method to change the info. It is a major pain.

Have you checked to see if the address you put in the BillAddr1 field has been moved to BillAddr2? QuickBooks wants a Name in BillAddr1.

Re: Address synchronization issues

mlongacre — Tue, 08 Oct 2013 13:23:31 GMT

Yes, I've seen transactions sent from Method to QuickBooks come back from QuickBooks on the second sync with the Address fields garbled because QuickBooks changes the data according to its own fuzzy logic.

(from another thread:)It's important to understand how QuickBooks uses Addr4 and Addr5. Thos e fields are essentially "reserved" to hold information from City, State, Zip (Addr4) and Country (Addr5). QuickBooks parses the info in these fields and copies it back and forth between the two sets of data. When you put non-conforming information in the Addr4 and Addr5 fields, QuickBooks will attempt to fit it into the City State Zip Country format and you can get some ugly resuilts and truncated data. I find it best to consider the fields for Addr4 and Addr5 in both the Bill To and Ship To addresses as unavailable for use in Method. Just let QuickBooks have its way with them.

Hope this helps you understand the limitation you're dealing with. Use the City State Zip Country fields rather than Addr4 and Addr5.

Re: Issues with Address Fields

mlongacre — Tue, 08 Oct 2013 13:12:42 GMT

Can you send a space ( ) instead of a null value to clear the fields?

Re: Issues with Address Fields

mlongacre — Mon, 07 Oct 2013 22:43:25 GMT

Hi Nick-

I can't address the SDK or API question, but it's important to understand how QuickBooks uses Addr4 and Addr5. Thos e fields are essentially "reserved" to hold information from City, State, Zip (Addr4) and Country (Addr5). As Paul pointed out, QuickBooks parses the info in these fields and copies it back and forth between the two sets of data. When you put non-conforming information in the Addr4 and Addr5 fields, QuickBooks will attempt to fit it into the City State Zip Country format and you can get some ugly resuilts and truncated data. I find it best to consider the fields for Addr4 and Addr5 in both the Bill To and Ship To addresses as unavailable for use in Method. Just let QuickBooks have its way with them.

-Mary Longacre

Re: Text boxes delete spaces

mlongacre — Fri, 27 Sep 2013 05:07:24 GMT

You can get leading spaces to 'stick' in a field in Method by using the HTML code for a space. Instead of typing spaces, type   (ampersand-n-b-s-p-semicolon) for each space you want. Method will read the code as a space and save the entry with the leading spaces. The code will not appear in the saved entry. I just tested it and it worked.