Method Community

I took a look at your CRM_NewLead(2) screen and found that you put the LeadSource_RecordID field on the screen and just renamed the Caption to Lead Source Name (see below). So the Lead Source Name field doesn't actually exist in your Customer table. You'll first need to create the text field in your Customer table in order for ...

That's a good question. If a customer record is deleted from QuickBooks but still appears in Method after a sync then either it is a different record than the one that was deleted, or the unique identifier (ListID) no longer matches with the one stored in Method. Other than that I haven't seen records not sync to Method from QB. However ...

Lead Source Name

I'm attempting to do some extensive customization with my CRM to allow my company to do pretty much everything within it. Our company hosts a competition 2-3 a year with various events and levels depending on the amount the customer pays. What are are trying to do is three fold: 1) Customize Method to look for specific paramaters ...

Hi Kpaul222, First off, thanks for the suggestions. We are constantly looking to improve Method and suggestions like these help us in providing the best possible Method experience. In regards to the Listbuilder fields, instead of adding additional fields to filter for different regions, why don't you use our Tags feature? If you tag ...

Also (not trying to be a bother with all of this) is there a way to restore a customer (a different one than the one asked about above) if it has been deleted from method but not from quickbooks so it is still visible now in method but it cannot be editted etc?

I tried that and now the problems start occurring when I add the third dropdown field when all three are pulling from the Record ID field. Since this is in the editing stages before any large number of entries have been linked and what not I just ended up creating dropdown objects that then push the selection choice to a text field. While it may ...

Hi Heather,  I understand that my screenshot may not be viewable to some users. Here it is again. - Jason

Linda, Can you provide the name of the field please. - Ashur

my issue was resolve!