Method Community

Hi Suzanne, This really isn't possible. Once you were to sync another QuickBooks file, you would lose much of the data that is already in Method.  Since the QuickBooks listID's would be different, most of the records would be lost, as Method would not be able to sync them to the current QuickBooks file.  This would cause ...

Well that's one less set of data to worry about then  If you're using a custom webform remember to include the required fields to link the Contact correctly (e.g. Entity) and utilize formulas to populate that field correctly. To understand what I'm referring to, your best bet would be to create a basic web form and copy the ...

Fantastic. Previously we were entering the name, phone and email for both the customer and activity table.

Hi there, Come January, we are thinking of starting a new Quick Books file.  This will, of course, prevent us from accessing old customer invoices, etc.  Since we are a landscape contracting firm we frequently have to look back through old invoices to see what we charged for a specific service. Is there a way to maintain customer ...

Andy, Yes the Contact information submitted on the webform will be used to automatically assign the Activity/Opportunity/Case. You don't need to create an additional link anywhere, hope this helps! - Ashur

Ashur, great news, many thanks. Does this mean that now when submitting my form (creating a lead and activity) that the contact details submitted for the customer table are automatically entered into the activity contact details? Or do I need to ensure that the same information is also entered into the activity table to create the ...

Hey Ben B and Andy, Update for you: The fix has been implemented so you should see it on any new webforms you create. I've tested it myself, on both basic and custom webforms, and am proud to announce that Activities/Cases/Opportunities are all now assigned to the Contact submitted on the webform. Let us know if you come across any issues or ...

Hi Chris, At the moment I don't believe there would be a quicker way to setup your scenario.  Action Results have limited access to SQL keywords, you can use the "WHERE" keyword in the "TypeIn" option, however that is the only keyword you would have access to.  If there are any updates on this subject, I ...

Hi Dylan,  Based on the email you sent me, it seems as though you are trying use actions to check a specified group of checkboxes from the checkbox column. In your scenario, a filter view on the grid wouldn't quite work because you would also like to see the other records that haven't been checked. One way you can ...

It works again but now i have a different problem....it seems to have lost my saved form, i exited saving by hitting save and new...then went back to load it and the one it loaded was not my form....looks like the one it is loading is the basic form template, the one i originally modified (significantly).  Can you please let me know ...