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I imported a CSV of Customer Leads that did not have Contacts included.
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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 ...
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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
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Hi Andy,
I'll check to see if something in the SDK changed and get back to you.
Adam
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Thanks for the input John.
- Adam
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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
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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?
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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.
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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 ...
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I've started adding contacts to company leads that I have in Method already using the outlook plug in. The problem that I am having is that they are all going to secondary contacts as there is no main contact associated with each company yet. Therefore when I go into method, there is no contact listed and it prompts me to list a ...
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