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Hi National, That's a good question but a very hard one to answer. You can setup QB and the Method Sync Engine on a server computer that runs other applications and tasks as well, however, performance may vary depending on the amount of computer resources being used. You can test it out on that system for a week or so and monitor the ...

Hi Matt, I had the same message appear when I was referencing a linked field in an Insert Record into Table action and also the Update Field in Table action.  I was able to fix it by identifying the field on the table by Record ID # instead of Text. Your situation may not be the same as mine, but I hope this helps. April Hooper

I tried to create a field under "Customer". It is called ReferredBy (Note that if you use "Referred By" with a space it seems to allow it, but it won't let you go further, without actually saying error). In the dropdown I choose to pick an existing table. I think Customers or Contacts would be want I want for this, as I ...

What about the calendars for these non-sign in users? They would not have a calendar to sync to Google calendar, right? Speaking of Google calendars... Can you add other users' Method calendars to your own Google calendar? From my calendar, I can see all users from Google Apps, but those calendars don't mean anything since they dont' ...

Hi, I would suggest making a copy of the Listbuilder screen and looking at the actions on the Process All button.  In the action list (at around action 23) you will see the Character Function being used and specifically the merge fields function.  What this does is it takes database terms in the email template (your merge fields) and ...

if there is only one contact for a lead when I click the button for edit contact it blinks the screen for 1 second and then is gone.  The edit screen will not stay up.  If there is more than one contact in the customer/lead it will stay up.  I am using google chrome.

Matt, You won't be able to delete the field since it is used in other screens.  Can you exit out and make sure all screens are closed properly, and try regenerating both the contacts table and the entity table?  Then sign out and sign back in again.   - Adam

I'm important several lists of leads and many of the people are on more than one list.  I know that I need to have the field "IsLeadStatusOnly" marked as True to be a lead and I understand that if I check the box "Update existing records by matching the key fields"  that it will put the info into the lead ...

Hi PetzLife D, I've moved this to the appropriate forum to be answered Dave

You'll probably want to check out this article: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Method-Server-Installations&id=251