Method Community

  I totally agree with you but Dynamics isn't the only product users would want to migrate from.  Salesforce, Zoho, DrivenCRM, ResultsCRM, SugarCRM....I could keep going.  It is part of our long term plan, not our short term plan.  We have other things like Google Apps integration that take priority over migration from ...

[quote user="CF_Pro"] Does method have any tools to easily migrate Microsoft Dynamics to Method? Thanks [/quote] @CF_Pro - I think this post may have got lost somewhere along the lines so I apologize for the the late reply.  I'm not really sure if this is an API question but there is no easy way to migrate from Dynamics to ...

[quote user="SMFletcher91"]Is there any way to completely remove these so I'm not sifting through what's a mistake and what should've been deleted?[/quote] Not currently.  When you delete a lead from Method we delete them from the Customer table but any activities associated with them still live inside the Activity ...

At this point we have gone as far as we can in this forum thread to address your issue using the free support options.  In order to keep assisting you with this issue, it will be necessary for a Method consultant to review your screen and actions and determine where your issue is.  This would be considered paid consulting.  If ...

[quote user="Dave"] Is there at least a way to default the value instead of it showing as "unspecified site"?  This is a pretty big hole.. [/quote] @Dave - not at the current time.  This is what the QuickBooks SDK inserts for a record automatically if a location is not specified.  We currently do not support ...

[quote user="MikeB"]My original question was: how do I incorporate/link Estimates to my user (ABC) interface and have the estimates populated in the transactions tab of each Customer screen?[/quote] The Transaction table has all the information you need here, the Txt Type field lets you know if its a Sales Order, Estimate, Invoice, etc. ...

[quote user="Dave"] Is this feature still unsupported in QBES 11?  What about Advanced Inventory in QBES 12?   [/quote] Dave - we've actually addressed this question here. http://www.methodintegration.com/cs/forums/p/3017/11471.aspx#11471 Short answer: We do not support the advancted inventory features in QB 2011 or QB ...

[quote user="MikeB"]The Sales Orders screen does not exist in my list.[/quote] By default the Sales Orders tab link should be part of Customers tab - if you were missing this then is was deleted at some point.  Add the Sales Orders screen back on your Customers tab links and the action set should work as intended.  Your tab ...

[quote user="smohyee"]do you have a suggestion for the override script?[/quote] I know a little SQL but not enough to advise you on the script.  CONVERT is probably the function you want in this respect and the best I can do is link you to an MSDN article that explains this function a little more.  If you need help with ...

[quote user="KieranD"]Do you have advice for implementing process? [/quote] My advice is similar to Smoyhee's above.  It sounds like you need to build a project contact relationship database.  The table would look something like this... Project Contacts RecordID |  ContactID | ...