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For anyone following this, we took this issue off the forums and resolved it for CHSMA.
- Adam
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Is there information anywhere that can tell me how information from quickbooks is named/stored so that when trying to do actions I know where to pull the information from? I guess I am really just asking if there is a guide or webinar on how things are named/stored when they sync with quickbooks.
Thank you!
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Hi gbisaga,
Off the top of my head there are 2 possibilities. 1. The customer has not synced to quickbooks yet. 2. Check the field entity type, if it is a 'Customer Lead' and not a 'Customer' it won't sync to QB.
Dave
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The Synce issuse is defintely not resolved. Still getting this error message,
Error: Invalid URI: The format of the URI could not be determined.
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Hello Beta Crew,
In this week’s release we’ve made several fixes.
Summary
We’ve addressed several issues including issues with tags, tables and screen design.
Details and bug fixes
Soft Launch and Method:Donor prep. (tickets #PL-396, #PL-403, #PL-482, #PL-556, #PL-544)
Previewing screens with image ...
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[quote user="Laura Madeira"]
I successfuly installed the latest version (after uninstalling and then reinstalling). By default the install used IE even though I use Mozilla for everything else.
No appointments syncronized, I am sure because they are all old (I am terribly behind on calls). Can't wait to change the settings to ...
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It is a QBD account. I don't need it to sync with QBD, although that would be nice. In M:C we had to create special logic if we wanted the mobile phone to display on the Customer screen and to link it to other table from the customer table
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I believe that our QB is set up using a standard format, and that I am not communicating properly. I will not be able to look at QB until Monday. I will circle back with more infomation about how our QB is organized.
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CF_Pro,
After doing a full sync does the problem still happen?
Does the following simple C# example work for you?
string[ arrInsertFieldsArray = new string[ { "Name", "Contact" };
string[ arrInsertValueArray = new string[ { "SomeCustomer", "SomeContact" ...
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Not sure why, but I just now saw this reply. Sorry.
Yeah, I knew from the beginning I would have to customize Activity (for Work Order data) and open it up to multiple assignees somehow. Your idea of creating one Work Order for each assignee seems like it could work.
It's ugly and a total hack, but I was thinking of creating a ...
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