Method Community

 I did actually have contactname set but it still didn't work. I had played around with it a bunch adding and removing things so that's why you don't see it now.  I went in to the opportunity once it was created and saw the contactname appear and disappear and when looking in action steps saw it was because the contacts ...

Hi David,  I see what you mean. I will try and replicate this behaviour and find a solution for you. If I have an update, I will post it here. Talk soon! Jason

Hi Jake,  The reason the LineOrder number reverts back is because Quickbooks will not allow you to rearrange items that are already on the estimate. You can only set the LineOrder on a brand new item. The only work around for changing the LineOrder of existing items it to recreate the item, set the LineOrder column to the correct ...

Thanks for the info andy! Karen, did this suggestion help in your case? If not, please elaborate on what exactly you're trying to accomplish. - Ashur

Hi Ben B, I took a look at your web-to-lead form and noticed that in Step 3 of 9 you're missing the ContactEmail, ContactPhone, and ContactName fields. Then in Step 4 and Step 5 there are no fields selected at all, so no activity is set to be created. Create a basic web-to-lead form and compare the fields in it with the fields in your ...

I have certain estimates that have 10+ line items (estimate #5024 is a prime example) and when i go to view these estimates blank pages show up on page 1, before page 2 and 3 which have the actual line items.  How do i correct this issue?   I know we had consultants do customization, but i dont understand why this issue would be ...

Hey andy, Your shared result should still hold the same value and you should be able to enter the value of the action into a textbox at the very least. I'm not sure what dropdown you're inserting it into, assumption is the Activity RecordID dropdown. You may need to speak with one of our Consultants as they'll need to investigate to ...

Perfect! Thanks for your help. Part of it was the = vs ==, part of it was I was not referencing the InvoiceLine child object of Invoice, just the global InvoiceLine object which was messing up my references.

Julie, Sorry, I included the wrong link in my previous response, this is the page you should read. Please email me your Method Company Account name (not user name) as well as contact information. Once your email is received I can create a Case for our Consulting team to reach out to you and schedule a meeting. I'll also send you our ...

yes it is.  I am not sure how to separate the customers in method. in quickbooks I have it labled the first of the month the prebill get billed and then the first of the month the end of month get billed. please let me know.how to get started.