Search results by user ID 6167

Re: Customer in Method List will not delete

Method_Radwan — Mon, 25 Nov 2013 14:44:39 GMT

Hi VLocke,

I'm glad you have solved your issue! If you have any other concerns please feel free to call our support line at 1.888.925.6238 or through email: method@methodintegration.com

Radwan

Re: Gmail keeps signing out?

Method_Radwan — Mon, 18 Nov 2013 19:57:35 GMT

Hi Stephen,

This is not something that we have seen occur before, I tried testing it out on my end but could not reproduce a similar error. Please try reaching the support team at 1-416-847-0400 or 1-888-925-6238.

Thanks,

Radwan

Re: Job Costing Issue

Method_Radwan — Fri, 15 Nov 2013 16:40:37 GMT

Hi Carissa,

Yes that is possible in Method! With a Method Pro account you have access to Method Field Services which has time tracking ability. Method also has a report builder for you to create any custom report you would like. The times entered can also be synced with Quickbooks for calculating payroll.

Radwan

Re: Loading Active Record ID into a Pop Up Screen

Method_Radwan — Thu, 14 Nov 2013 22:30:18 GMT

Value from row should work if you have a date column in the table. Try using "value from screen" and see if it gives you an error still.

Re: Loading Active Record ID into a Pop Up Screen

Method_Radwan — Thu, 14 Nov 2013 19:33:15 GMT

"Action Sequence: 2" tells us that it threw an error when attempted to perform the 2nd action within the Action Set. It will help to get a little more info from you, what are the condition statements and what actions are being performed?

Radwan

Re: Loading Active Record ID into a Pop Up Screen

Method_Radwan — Thu, 14 Nov 2013 15:15:00 GMT

Hi Ben,

First you must make sure that the select column of your grid is a link not a field. Next you must edit the actions for the select link, by default there will be a "set active record ID for screen" action already in place. Since you want to open the active record in a pop up you must add the "show screen in popup" action and have choose the pop up screen to have the same active record ID.

Hope this helps you out!

Radwan

Re: Generating a Customer Reference Number

Method_Radwan — Wed, 13 Nov 2013 15:22:45 GMT

Hi TimHomer,

Each customer you enter already has a unique number associated with it called the RecordID. To view this attribute, expand the Customers and Contacts grid to show recordID and EntityRecordID by clicking the gear on the bottom right and updating the grid. The recordID will correspond to a contact while the EntityRecordID corresponds to the customer.

I hope this helps! If this is not what you are looking for and want a custom field of reference numbers let me know.

Radwan

Re: custom mobile screen

Method_Radwan — Tue, 12 Nov 2013 18:18:33 GMT

Please check to make sure the custom screen is added to the Mobile tab as a tab link. To do this go to the Customize --> Tabs than choose "Edit Tab Links....", from here you can add your custom screen.

Radwan

Re: custom mobile screen

Method_Radwan — Tue, 12 Nov 2013 15:27:32 GMT

Hi swm023,

I am unable to duplicate this when tyring to log into Method via Mobile sign in. On your mobile device can you please sign in through the mobile sign in link located at the bottom right corner of the page. I've attached an image showing where the sign in is located.

Please let me know if the issue still occurs if you sign in from there.

Thanks,

Radwan

Re: Customer in Method List will not delete

Method_Radwan — Mon, 11 Nov 2013 22:22:27 GMT

Hi VLocke,

Please check to see if the Method Integration Engine is up and running and your Quickbooks file is open. If the sync engine is working, the customer you are deleting most likely has transactions associated with it. Also, if the QuickBooks file is currently in Multi-User mode, QuickBooks will not allow customers to be deleted.

If customers have previous transactions, QuickBooks will not allow Method to delete them. If you check QuickBooks -> Resolve Conflicts there may be a list of conflicts corresponding to the customers you tried to delete. From here you can click Delete From Method which will delete those customers from method but leave the customer and their transactions in QuickBooks.

To help you troubleshoot, expand the Customers and Contacts grid to show recordID and EntityRecordID by clicking the gear on the bottom right and updating. Try to match the EntityRecordID to any conflicts you may have.

Let me know if this solves the problem!

Radwan