Method:Classic General Q&A

Re: Trying to edit a contact in the Customer edit tab

bbullins — Sat, 04 Feb 2012 01:28:08 GMT

ok I noticed in the method integrator it was complaing that I need to do a batabase repair in QB. So i did that, did a full sync with Quickbook winning and now when I try to delete the contact I get a different message, "cant delete this is the quickbooks alt contact" So i go into quickbooks remove it, select quick books wins again and perform another full sync.

Only Quickbooks doesnt win, instead of removing it from the CRM it puts it back in quickbooks

Re: Trying to edit a contact in the Customer edit tab

Anonymous — Fri, 03 Feb 2012 18:25:57 GMT

Hi bbullins,

I would like to see discuss this issue over the phone. Can you please contact the Tech Support line at 1-888-925-6238 and upon the prompt you are given, you can press 1, and I will be happy to take a look at this issue.

Ronen

Re: Trying to edit a contact in the Customer edit tab

bbullins — Fri, 03 Feb 2012 16:48:24 GMT

original

CRM_Editcustomer from TemplateOnlineCRMQBDesktop (#370)

Re: Trying to edit a contact in the Customer edit tab

Anonymous — Fri, 03 Feb 2012 16:39:49 GMT

Hi bbullins,

Is this happening on a customized screen or an original screen? Can you please hover your pointer above the "Edit (Customer Name)" link and tell me what it says?

Ronen

Re: Trying to edit a contact in the Customer edit tab

bbullins — Fri, 03 Feb 2012 15:49:58 GMT

its not hte customer name but the contact name, open the customer, click on contacts, click edit contact then that message is displayed

Re: Trying to edit a contact in the Customer edit tab

Anonymous — Fri, 03 Feb 2012 15:38:07 GMT

Hi bbullins,

If you are changing the "Customer Name" field for this customer to a customer name that already exists in QuickBooks and Method, then that is when you will get this error message. You are able to change the "Contact" field for this customer, but the "Customer Name" field is unique, so that is when you will be receiving that error message.

I hope that this helps.

Ronen

Trying to edit a contact in the Customer edit tab

bbullins — Thu, 02 Feb 2012 20:10:53 GMT

I am trying to edit a contact in the "edit Customer screen" the I click the contact tab , click "edit contact" and then I get the following message. Can anyone help with this?

The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again.