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Hi,
I am using your 30 day free trial but currently have an account using Salesforce as my CRM. Many of my current fields in SF are multiselect options. Your program does not offer that. Could you tell me how I would intragrate my current database with your program. I thought maybe check boxes but Im not sure how to convert my file for ...
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Hi Dave,
I understand your question more clearly now. We currently do not have a webinar that specifically addresses how to view transaction details by the account number. In order to accomplish this you will have to build a new screen through the Customize > Screens tab link. Base the screen off the Transactions table. From here ...
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Hi ubiquitas,
The Customer table in Method already has a Notes field available to which you can import your Notes. Please note that that the maximum number of character for the Notes field is 4095. During the import process you will need to link to this field.
All entries in the Notes field in method in automatically ...
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thanks, I think we will start from scratch in this case - we seem to have a 2nd account already
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Hello ubiquitas,
Sorry, but only one QuickBooks company file can be associated with one Method account. A new QuickBooks company file would need to have a new Method account. However, if you have a Multi-Tenancy account, you can sync a different QuickBooks company file to each tenant account. This option is useful for ...
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Hello, quick question.
We've been running demo of method against an old version of our QB database. We've added some custom fields etc to get hang of Method.
Now we are ready to become a paying customer, is there a way to nuke our link to quickbooks, remove all the data in method. Then link to our live QB database. All the while keeping ...
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Hllo, trying to help client with this.
They currently use Maximzer for all leads and ALSO storing note on customers which are in Quickbooks.
Once we connect to Quickbooks method imports (links to) our customers - great
I then need to import our leads from Maximizer - seems easy enough
I then need to import our notes for customers AND ...
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Jason,
Thank you for the 2 ways to view QB detail on Method. I still can't get quite what I need, so I have a few more questions:
1. What is the Webinar url or YouTube link for the webinar that gives more information about how to view QB Transaction Details in Method?
2. Is there a way to view the transaction details ...
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We had our website payment gateway integrated via MethodAPI to pull items from Method (that were created in QB) and their prices etc. When we run test purchases however, despite sales tax rates and codes being set up, no sales tax is being calculated, paid for, or being added on the sales order (which is where the sales are being ...
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Just a quick tip I discovered this week while implementing custom payroll calculation logic. Hopefully others will find this useful in their customization efforts within Method.
I have a top level button action that includes several different calls to other buttons using the action 'Call Another Action Set'. Once I get the basic ...
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