Method Community

We have some users that just use QB and others that just use Method, depending on their need for information.  Having the contacts sync in both spots is optimal for us.  We can manually enter in both spots, but I was hoping to avoid that.

Hi kbquinn, From what i can see, with some quick testing, we can sync over an Alternative Contacts "name" field for each Customer, but only if when adding this to Quickbooks, you use the contact type as "Secondary Contact".  However, this appears to be the only field from this area that will get synced over ...

David, This is totally possible. You'll have to decide where you want your actions to be triggered, but for this example we'll say they are in a button on your screen called "Calculate Total Orders". You could use a Retrieve Value from Table action to calculate the Count of records retrieved. Your ...

The activites are added within Method usually from the oppurtunity. One example we have a new new vendor lead with an activity assigned this is now linked to a sales oppurtunity.

Great instructions as always Jason!  Thanks. I have another question about a potential field I woudl like to add.   I would like to add a field to the vendor table called "Total Orders" and I would like this field to automatically calculate the # of purchase orders that exist for that particular vendor and would ...

In one of the recent QB upgrades for Enterprise 13.0, QB added a tab for secondary contacts on the customer information card.  How do I get these contacts to sync with CRM?

Hi David,  We'll focus on your Supplier Classification field. First thing you need to do is to add a dropdown field to your Vendor table. You can do this on the Customize>Tables/Fields tab link. Your Field Type should be Dropdown and then you will probably have to choose the Create a new Table option if your dropdown ...

Hi Juliet, This appears to be a Support question, and I would recommend contacting us directly for any sync related issues like this.  Since you have included your contact information in our signature here, someone from Support will contact you shortly to troubleshoot this with you.  Without knowing your company's setup and without ...

Andy, In my screenshot above, you'll see that I included the filter: Where IsDetailLine equals 0. IsDetailLine is a field in the Transaction table that determines if a transaction is a line item or not. This might be all you need. Jason

Great information, thanks Adam.  Follow up questions:  1) You say that i can view the report as an HTML page.  Do i have the option to export to Excel?  My goal of setting up this report is to pull information from Method into excel and then pull information from UPS (in a separate system) into excel and merge the files to show ...