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I'm adding a series of records to the Activity table and only some of them are getting assigned the correct CustomerRecordID. The others are getting a CustomerRecordID that doesn't have any matches in the Customer table. Example data below. Is there somethiing wrong with the data I'm passing or are there other fields I should be ...

We are having a tough time finding the best place to enter new potential jobs. Our QB customer structure is Customer:Job:Sub-Job. Under the Leads tab, Lead Name equates to the QB Job and we can select the appropriate parental relationship, if any, under Additional Information and Job of Customer. If not, new leads are created for the parents and ...

Hi Matt, No, you will not need to pay for another user if you make sure the user cannot sign in. The login will need to be Active though! Remember, in regards to users, you will be charged for another user if the amount of licenses increases in the My Account section.

I have seen the option to copy the job item to the work order from the series, however since I am setting up between 40-100 services per customer, multiplied by around 200 customers, this is too much time/work to get services set up. While some of the work order do need to be edited indidividually, (first services of the month get services like ...

Is the functionality to control stock on hand available without installing Method Warehouse. I can see that when creating an Inventory Part the 'On Hand' field is read only. How can I create an item and set the item amount to 100 or 200. I assume that when creating invoices and sales orders the stock is automatically reduced as per the ...

I am using your "GetInvoices" API example to create an excel report that will populate data.  The customer has requested that I create a date parameter for this information, but I have never been able to do this in the past. Here is my code where the issue is coming up: Dim STARTDATE As Date S TARTDATE = ...

Christian,  If you're working in the Work Order List screen you will find that you can edit an individual occurrence OR edit a series of occurrences. If you edit a series you will see the job items listed but if you edit an occurrence then by default you will not. The reason for this is that you may have different job items associated ...

We are new users to Method CRM. We are A/V contractors and have a list of about 30 activities (or Tasks) that apply to every project. Is there a way to create a template, for lack of a better term, that would include all of these items that when accomplished, could be shown as completed?

By setting up a new user that cannot sign in, am I paying for a new user still? Also, I am doing a dummy one to test it out now, when it asks if the login is Active do I say it is even though the user will not be able to sign in?

Hello Matt123, If your fabricator is someone you will regularly send information to, are they already in your Quickbooks system as a vendor or another entity? If so, what you could do is create another user in Method CRM, but not a user that is able to log in. You can then attach a Quickbooks Entity (vendor/employee/other) to that user and assign ...