Method Community

Ok, I think I have figured out the workaround...I just need to make multiple fields, one per phone type, assuming, I guess, that each Entity has only one Mobile number, etc., like: IsSMSMobile, IsSMSPhone, IsSMSAltPhone, etc.?  And put these adjacent to the related field on my screens?

I have added a Drop Down Field to my Customer Screen called "Event Type".  Everything seems to be fine in the edit screen.  However, when I try to select that Drop Down in the actual Customer Screen, it gives me the following message: It appears the table 'accEntity' needs to be regenerated. Go to Customize > ...

Ben, If you've completed a full sync since installing the beta engine, you should see the new fields and tables.  Could you enable MethodSupport and email me the company account?  I can take a look and try to find them. - Adam

Shaya, Great to hear. Thanks for posting the resolution. I'm sure it wil help others. - Adam

Thanks, Naeem. It looks like a near miss. Here is why:  In Entity, I see a bunch of fields, which are things/data attached to an "Entity". The problem is that both AltPhone and Phone are in there, as well as any other custom phone fields there may be. A single IsSMS field is not going to cover it, because the idea is to indicate ...

Hi jvandelicht, What you could do is to edit the CRM_Listbuilder screen and add the address fields to the grid on Step 2 of the Listbuilder. To edit the screen, create a copy of the CRM_Listbuilder screen then edit the copy. Once you are in the screen designer, you can edit the grid in Step 2: You can see from the screen above the Edit option ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Expenses Fixed (#4716) - Addressed missing End Conditional Statement when submitting an expense using the "Submit Selected" button in Professional Services. ...

Hi furrywombat, I can't seem to recreate your issue here. Can you send me an email with examples of your calls...oh and your account name.....so I can investigate further. Dave  

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Contact Fixed (#4712) - Addressed issue where the contact email being sent was not respecting the BCC or CC set in the email templates. (QBD,QBO) Cheers, Michael

We are considering using Method as CRM with our Quickbooks.  Seeking some feedback from actual users of what you like, what you don't like, are you happy with your decision, etc. Thanks.