http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/32843.aspxFri, 02 Dec 2016 16:26:51 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:32843Method_Ben0http://forums.method.me/cs/forums/thread/32843.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=32843<p><span id="mce_0_start" style="overflow:hidden;"><span id="mce_3_start" style="overflow:hidden;"></span>Hi Bonnie,</span></p> <p></p> <p>Hmm thats a strange one. When you merge a Customer in QuickBooks, the Assigned activities<span id="mce_1_start" style="overflow:hidden;"> should merge together with the customer in Method.</span></p> <p><span style="overflow:hidden;">Perhaps you can shoot me an email at&nbsp;<strong>success@method.me</strong> with some more detail - perhaps some examples of merged customers with missing activities - and Ill jump in and take a look.</span></p> <p><span style="overflow:hidden;"><br /></span></p> <p><span style="overflow:hidden;">Thanks Bonnie!</span></p> <p><span style="overflow:hidden;"><br /></span></p> <p>-Ben<span id="mce_3_end" style="overflow:hidden;"></span></p>http://forums.method.me/cs/forums/thread/32839.aspxThu, 01 Dec 2016 19:28:46 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:32839Bonnie-at-Lmoor0http://forums.method.me/cs/forums/thread/32839.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=32839<p><span id="mce_0_start" style="overflow:hidden;">Hi all,<span id="mce_1_start" style="overflow:hidden;"> <span id="mce_3_start" style="overflow:hidden;"></span></span></span></p> <p>We have a new Method user who has been challenged by the search function. When she can&#39;t find a customer or lead, she enters it again. Either that or she creates a new record in Quickbooks rather than looking for the existing record<span id="mce_4_start" style="overflow:hidden;"> in Method</span>. We&#39;re getting quite proficient at merging customers in Quickbooks, which is fine, but the existing activities keep getting deleted. Any ideas<span id="mce_2_start" style="overflow:hidden;"> on<span id="mce_5_start" style="overflow:hidden;">&nbsp;how to avoid losing the history?<span id="mce_9_start" style="overflow:hidden;"></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">Thanks!</span></span></span></p>