Method Community

It may be because of fullname duplicates then because it is when I am adding the dropdown fields into the custom screen that it messes up. The selection list is not empty though. Instead of having the option of choosing RecordID which normally would be my choice since there are duplicates, it states another option that has no records within it ...

Adam, We are sending estimates to leads and as such are "Wait[ing] for Sync Approval" on estimates.  Will this prevent the fix you've suggested from working properly? - James

In order to easily reconcile transactions with QBFin, I need to collect and insert the following columns for each ReceivePayment Transaction: CreditCardTransID CardSecurityCodeMatch MerchantAccountNumber ReconBatchID PaymentGroupingCode PaymentStatus TxnAuthorizationTime TxnAuthorizationStamp ClientTransID These are all returned by the QBMS ...

The picture Dawn sent is posted below. If I understand correctly Dawn, you basically want a field similar to the Related to Campaign field on your screenshot, but for Opportunities and Cases on all activity screens? The screenshot you sent me looks like the Google Gadget and unfortunately at this time the Google Gadget cannot be ...

Miles, I've created a case for you and responded there. - Adam

Hi Ben, Try regenerating the Entity, Customer, and Opportunity tables. To regenerate a table go to Customize > Tables/Fields > click the name of the appropriate table, i.e. Entity > then click Finished Editing Fields. Before doing this, make sure no one is editing any tables or screens in your account. Another suggestion would be to ...

Hi James, It doesn't sound like you missed a step.  Are you sure the sync went through?  I tried the steps again and it worked on my end.  Try syncing again and look at the sync engine to make sure the sync went through by checking the Quickbooks tab > Synconize tab link and look the date and time of the last sync. ...

Adam, The fix did not seem to work for us.  Quoting from my colleague, Jean, who works on the QB side... [quote user="jsenick"] I have unchecked the "print items in group" option on QB, did a full sync, re-tested and still no detail. So then I checked "print items in group", did a full sync, re-tested ...

Thank you - That part is easy to figure out, but not what I was trying to ask about.   Still new to Method speak and the best way to post - so thank you for your patience.  I sent you a picture of what we are trying to do.  I could not get it to paste in the forum - perhaps you could add that if pertinent. Thank you ...

OurCreativeTeam,  Yes this can be done in the stock Method CRM screens. To relate an existing activity to a case or an opportunity, go to Activities>Activities List and click Go To... on the activity you would like to edit. Make sure you are in the Recent History tab, and you will see to the right of the screen the ...