Method:Classic General Q&A

Re: Shared Fields List

MichelleSFI — Mon, 17 Sep 2012 15:18:52 GMT

Yes, we are... that's great, thank you.

Re: Shared Fields List

Anonymous — Mon, 17 Sep 2012 14:51:19 GMT

MichelleSFI:
Ok, one quickquestion then: do QB custom fields link to Method

Assuming you're on QuickBooks Desktop then yes, they do sync.

Re: Shared Fields List

MichelleSFI — Fri, 14 Sep 2012 22:20:00 GMT

Ok, one quickquestion then: do QB custom fields link to Method so we can link our customer demographics stored in QB custom fields to Method (which will be our sales team's interface)?

Re: Shared Fields List

Anonymous — Fri, 14 Sep 2012 22:02:52 GMT

MichelleSFI:
Is there a list of fields that are shared between QB and Method CRM data that I can get?

There's no list of the fields in our help docs right now.

MichelleSFI:
Also, are there any limitations to the fields that can be linked between the two systems?

If you run into a data limitation from the SDK the conflict messages are usually very clear about why. We've also designed the stock screens and our tables in Method to play by QuickBooks rules so if you do run into a conflict, the message is usually pretty clear about why.

Shared Fields List

MichelleSFI — Fri, 14 Sep 2012 19:21:43 GMT

Is there a list of data fields that are shared between QB and Method CRM that I can get? I am referring to the ones that are already shared / linked in the standard CRM before any custom work is done. Also, are there any limitations to the fields that can be linked between the two systems? We're just looking at the best options for setting up our new account with Method CRM and I can't find this info in one place in your help files. Thank you...