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Hello jdibona, I'm so sorry for the late reply. I wanted to test some things out first. Unfortunately, what you are asking doesn't currently exist in the stock screens of MethodCRM. Furthermore, Tags at this point are associated with contacts (Help Center: Tags). You can implement tags with other tables, however that ...

I imported a CSV of Customer Leads that did not have Contacts included.

Hi CDS_Josh, I'm not advising you to hardcode it. The string you are sending has been hardcoded to sSelectWhere = "ActivityType like 'OB%' and NOT(AnalyzorName is Null) and NOT(AnalyzorName = '') and (DueDateStart >= STARTDATE OR ActualCompletedDate >= STARTDATE)" Since STARTDATE is not a field in your table ...

Andy, One more thing...Can you tell us which version of Quickbooks you are using?  Also, could you email me your Method account?  Thanks. - Adam

Hi Andy, I'll check to see if something in the SDK changed and get back to you. Adam

Thanks for the input John.   - Adam

Hi Jon, When you create a customer/company/lead in Method there is always a main contact associated with it (it's a required field). I'm not sure how you can have a company in Method with no main contact assigned to it. Can you expand a little bit on how you did this?  - Jason

Let's say that I have a customer that does work with my product that a lead then purchases from the customer. Is there a way to link the lead to the customer so that I can go to the customer directly from the edit lead screen?

Yes, I'm using Chrome so I guess this is a known issue. It corrected itself but I didn't know why. I think it happened when I undocked from my docking station and monitor which would probably have resized the window. Thanks for your help.

Hello TomF, Ok, within your company's Quickbooks File, you create a number of jobs under the same customer. This transfers to Method CRM as Customer:Job, which are separate entities. Now you want to do potential jobs and thus wish to use Leads. But the contact field does not get updated when you choose a parent Customer. And ...