Method Community

When I am in the customers and Contacts list and would like to "go to" a specific customer I click the "go to" button just like everyone else.  However, when I click the "go to" button it loads the "add / edit contacts for" screen on top of the ”Edit" screen.  I want this to ...

Anyway to attach a document to a bill? It would be nice to be able to verify that the line items entered in the bill match the original paperwork rec'd from the vendor.

Is there any way to set role permissions at the screen level? I've noticed the roles work nicely at the tab level. If I compare the tab groups of two different users with differing roles, the user who does not have access simply doesn't see the tab. I'd like for this to also be the case with screens. If your role doesn't have ...

Hi Michael,  Check if you have any conflicts in Method. If you do, they will continue to try and sync until they are resolved. To check this in Method go to Quickbooks>Resolve Conflicts. There is also a similar post here that might help.  - Jason

no, our edit opportunites screen nor any of the doc screens have been customized. we upload all our docs to smartvault.  this happens when we are uploading a new doc.  we go thorugh all the steps and sometimes the doc doesn't upload.  no rhyme or reason. very frustrating to have to repeat all the steps and re-upload the doc.

made a brand new copy of the screen. made no changes anywhere. whent straight to the table and tried to change the caption and got the error message.

Matt, I was taking a look at this again and I'm not sure if I quite answered your question.  Can you outline your end goal here?  Are you looking to create a dropdown using the contact name based on a another table? If so, you'll need to first add the Contact.RecordID and then link in the Contact.Name field. ...

We've been using Method Integration CRM for 2 months now on a test Quickbooks company file. The Quickbooks company is an Enterprise 12 version. We have recently noticed a very slow response from our Quickbooks company file. Last night, as a test, I shut down the Method Integration sync and the performance issues appear to have gone ...

Hi Matt, How are you creating this dropdown?  If this is based off the contacts or customer table you should be able to select the fullName field.  As for filtering the dropdown, you can do this on step 5 of the dropdown wizard. - Adam

If there are inactive contacts are they still considered duplicates by method ie. when creating a dropdown you cannot make it show the fullname option?