Method Community

Hi Matt123, Can you provide a little more clarification on how this process is working for you? So if a Lead purchases the product from an existing customer do you make a percentage of the sale which you would like to track or do you just require the information of which customer sold a product to a lead? - Sam.

Hi Andy, I've let the team know of the accounts. I'll update you here when they're fixed. - Adam

Hi rgatton, I'm just gonna post the results of our offline discussion. The problem is this case is that you have a multitenant account, and you were not passing the tenantid in. Dave

Adam, we are using QuickBooks 2012 and 2013, UK versions. We have a number of managed accounts that would require the update. I will get them across. Thanks.

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