Method Community

Scott, We'll definitely take this into consideration.  I know in the past we've done our best to eliminate any chance of Method creating conflicts.   - Adam

I currently am using Method CRM for Quickbooks Desktop. Do I need to switch to the PRO version to be able to do this? I can't find Work Orders List in our CRM and everything I have seen says it is under Field Services and when I try to add that app it says switch to PRO. 

Adam, An example would be selecting a SKU/Item in Method and choosing zero quantity or zero cost. Yes it does show up in the resolve conflicts but it should be an error for the end user not an admin function. If it showed an error the end user could correct the mistake so the admin wouldnt have to. It needs to be monkey proof ...

Hi scott2X, Just so I have a better understanding of the issue, can you outline a use case where this would come up?  What kind of errors are being produced and where?  Do these errors show up in resolve conflicts? There is an option to "Wait for Sync Approval".  When this is checked, the transaction will not post to ...

Any plans to provide self checking of quotes and invoices for items or mistakes made in method that quickbooks will reject. At the moment i have to check peoples work and make sure there are no sync errors. IF quickbooks will not accept a 0 quanity why should method... i should get an error message  or the user can correct the ...

Andy, Please email me your Company Account name as our Forums are seperate from our Customer database so I won't be able to locate your account info. Also provide the best contact number to reach you on. - Ashur

Mike, Actually you won't be able to delete them if they have any transactions.  I was wrong there.  Your way would work, however over the long run what would happen if they become dormant again?  You might end up with a number of Company ABC - Dormant1, Dormant2, etc.  If that's okay, you can certainly do that but ...

Ashur, sorry for the delay. This has now been activated.

Understood, you'll still need to add a record into your custom table for each customer. You can do this by looping through your Customer table, retrieving the FullName field from your Certification table, use a conditional statement to check whether or not the customer name already exists in your Certification table, and finally insert the ...

OK, but if I delete the customer from QuickBooks, what happens to historical transactions? Any problems there? Wouldn't it be better to change the customer name in QuickBooks to be somethinng like: "Company ABC - Dormant" and then make the lead name in Method the same as what the customer was before it was dormant ...