Method Community

I am having the exact same problem, most often with international orders. Here's the current process: Item ordered on our website Pulled into QB via ECC/Webgility connector as SalesOrder Sync to Method Unable to sync back Even when fields are manually cleared in Method, when attempting to sync back to the desktop, the empty fields are ...

I think this could be a issue in relation to new activitie screen. qbo>home>my crm preferences.  I set all the defaults and they dont save. going to this screen and i get this message, Action Sequence:1 There has been an error during the action process. john m

I tried what you said and its still there. I even filled out the defaults for activities and it still did not work.  

I've been attempting to convert sales orders to invoices from within Method and getting synchronization errors about the address being too long. I found a number of threads on this topic, none of which provided any answers as far as I could tell aside from "well, you're pretty much screwed". One idea that I had was to create a ...

I'll accept it, only if you tell me how? I tried what was logical to me....but all failed. And we must agree that there is no extensive and detailed documentation on MethodCRM.

Marcelo, No need for my previous workaround comment, there has been an update pushed to Method that has fixed this issue.  You should be good now to add new Customers with no Sales Rep from Method! -Ben

Great! Glad to help! 

Hi Nebo, Can you tell me what you are trying to accomplish? What action on screen are you putting the match calculation action?   If the bill is created through the API, I'm thinking you could take the recordID from the bill (created from the API) and put it directly into the RefNumber field.  I don't see the need for a Math ...

Hi Marcelo, I did confirm what you are saying from my own test account.  I am going to look into this further and I will post here when i have any updates.  As a workaround while this is being looked at, I found that if you create a new Customer with a Sales Rep first, sync this record to Quickbooks, you can then delete the ...

Method Team, Can a field data type on a screen be setup to be in html format?  If so, I am guessing it would launch you onto the site.  If not, is there another action I can use to link you to the site? Can you please explain how to setup either option or let me know it is not an option that is available to ...