Method Community

Hi David, Considering your needs, Scheduled Reports may not be the best course of action.  I believe you might be better off using the Report Designer and the Generate Report action to get your desired results. I haven't done this myself just yet, but you can create a report similar to the QuickBooks report in the Report Designer. ...

The support user is active, I have corrected them via the inport /export. I can reimport the old export if required to help resolve this.

Adrian, I have been trying to replicate this in my own account, but am unable to get this odd behaviour to occur.  Would you be able to turn on MethodSupport in in your account so we can take a quick look to see this first hand?  This can be done by going to Customize-Users, and in the "Edit an existing User" area make ...

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 ...