Method Community

In our system, we are assigning a unique FullName which is made up of characters from the LastName, the Address, FirstName, and ZipCode.  So, a new lead might be assinged the FullName of SENICK14740JIM2484J.  A duplicate lead (of which we acquire many) would have a FullName of SENICK14740JIM2484J(2). I have a new screen with a new ...

Method Team, There is a customer in the Method Customer/Contact List - When you "Go To"  it says the customer does not exist or I do not have permission to view it.  I have full permissions.  It will not allow me to delete it because it think it is not there - no sure how to get this particular Customer off the list. Any ...

Method Team, I am trying to see why a customer is in QBO and is not syncing to Method.  The customer is in QBO - it has not been deleted - there are no QuickBooks sync conflicts on this customer and it is not in Method.  I cannot determine what the issue is.  Any help would be appreciated. Thanks, VLocke

Hi Scott, Unfortunately I can't help too much more from the forums, but I heard you booked a consultant to help with this customization job. This is great because you'll be able to figure this one out and more! I hope you find the session valuable. Jason

Hi chowrentoys.com, Have you granted the user access to the api in step 8 of the create user wizard? Dave

Got the following error message while trying to access Method via API. We have tried couple of times at longer and longer intervals. The last time we waited an hour before we attempted to accss. I can login into our Method account with the same credential so I know our password, etc are good. <?xml version="1.0" ...

Tiffany, Sorry my apologies.  You'll actually have to copy the QuickBooks_Invoice screen from Customize > Screens.  Then edit the copy and click edit on the Save & Email button in the Footer section. - Adam

Hello, how can i get to the screen you displayed?  I have been in the home tab >then email templates.  However i don't have that screen you showed, where is that located. Thank You

Hi Tiffany, Unfortunately, there isn't a merge field for the Customer table already in the Save & Email button for the Invoice screen. This is why your field doesn't show correctly. What you'll have to do is add in two character function actions (one for each the body and subject of the email) to replace the merge fields for ...

I may have spoken a little too soon, i found some info on the CRM help page about making loops. i am going to work on it tonight but I would still very much appreciate your counsel as well!