Method Community

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?

Hey Jessica, No, you don't need to customize anything in order to utilize the Import/Export tool. You need to access it through the Customize tab, I've responded to your email. - Ashur

Just to clarify: When you edit your email template, click the Insert/Edit Image button on the toolbar. You'll then be able to upload the picture to your account database and use the tag I mentioned. - Ashur

HOLA- So I am trying to export activities from a specific campaign. How do I do this? Do i need to create a special customized import/export button? HELP!