Method Community

When I write an estimate or invoice and his save and email everything goes through just fine, no issues. I wanted to have a quick email template to email customers through the activity so here is the template I created. I go into my edit test customer screen, click activities, click new activity, make sure the contact info is there, click send ...

Hi sbradley, Judging from the error it looks as though there is a permission issue.  Can you look at the Assigned To person for the web-form. Check in the Edit User wizard and see if they have a) access to the tables the web form is using and b) Access to the API in Step 8. Hope this helps, Adam 

This is from a clients web developer - he was unable to create a forum account to post himself because the Captcha is broken.: When making a request using either MethodAPIInsertV2 or MethodAPIUpdateV2, if I include any of the address fields (BillAddressAddr1, for instance), I receive an Action Not Supported response. When I then use ...

Hi Juliet, I am not sure I completely understand what you are requesting, but I will do my best to answer.  I believe you are essentially asking why existing Activites for a Customer don't show up under the Opportunities tab, if the Activities for this Customer were created before the Opportunity.  If this is correct, I believe ...

 Hello Meghan,     I have thought about this question.  I believe you are on the right track.   The customer would be the one who is paying, either the parent or the adult student.  The contacts would be the attendees for the camp.  The issue is if the primary contact is a camp goer or not.  I would ...

I have been trying to figure this out for some time. Initially I create a lead and it might have some activities associated with it but when it is evident this prospect might become a customer I set up an opportunity using the create an opportunity from an existing lead. Method pulls the contact and address information through but not the ...

One last test...

Another test W#4...

This is another test.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Dashboards New (#4832) - Added Leads Dashboard screen. (QBO) New (#4833) - Added Customers dashboard screen. (QBD) Cheers, Michael