Method Community

Hi Martin, Have you checked QuickBooks to see if there's something that needs your attention?  Usually when I see that message its because the Method Integration Engine certificate hasn't been set or there's something that needs to be set before the connection continues.  Check to see if there's something flashing ...

Is this something that I can do if I don't have CRM Pro?

Hi I have changed computers to new windows 8 64x. I have installed quickbooks again and method sync with listner and gives me Method PUSH status:  awaiting secure https connection constantly. I have tried resetting the computer to sync with in the quickbooks sync settings but to no avail. Is there anything I am missing? FYR - I have ...

Thank you, if you can take a find anything, that would be great. (I did figure out how to hide columns from some users - I made two copies of the screen, one with extra columns and one without. Then everywhere that screen is linked to I replace with a conditional statement  "if user group = 'crm'; show edit_workorder_v1; end ...

When we create estimates it is not pulling the price levels from QuickBooks based on the price level specified for that customer or lead.

Hello All, There has been a QB SDK issue discovered with the new QuickBooks 2013 R7 update. The issue will affect any third-party app that makes certain requests through the QB SDK, which in turn, cause QB to crash. A manual patch has been made available and for the time being it looks as though the issue may still persist when the R7 update is ...

Allison,  I found a work around that you can use in the meantime. When you are creating an estimate, if you select your items and press Update on the grid before manually entering your reference number, then it will not be overwritten by either Quickbooks or Method.  Jason

This can be done through customization and will work well for your organization but only if other users (that don't have their own templates) need to print templates as well. If you want a truly fool-proof solution where other users may accidentally print out other users templates then what you can do is the following: Edit the ReportMethod ...

Hi Allison,  I see what you mean. I believe you should be able to make your own reference numbers without them being overwritten. I've replicated the issue on my account so I'm going to look into it to see if it is behaving the way it should or not. I'll update this forum post as soon as I have more ...

[quote user="Method_Jason"] Hi Rodney,  Which table is your LeadEventDate field in? Is it in your Entity table? A custom table? The Contacts grid in the CRM_LeadList screen is based off the Contacts table so you need to make sure your field is linked to that table. To add a linked field to your ...