Method Community

Is there a specifice document for understanding the choices to send emails from the system and the valid formats I can enter? For example, I see you can do some html type formatting for field labels to add the red asterisk, for example. In the body of the email I want to be able to send the recipient the contact details or at least a ...

Angie, To delete a lead, go to the Leads and Contacts List, and click the "go to" link next to the lead you wish to delete.  The is a button at the bottom called 'more actions', click that and select "Delete Lead". - Adam  

Hi Fast Eddie, Is this related to your other post regarding taxes? Method will keep the same data as QuickBooks, so if a Customer/Item are marked as taxable in QBO then make sure you perform a Full Sync then refresh your screen in Method and check again. If you want to change the default value then you would need make a copy of the ...

thanks for the tip on merging customers in QB - so how do I delete a lead?

Eddie, To add to my post.  To perform a full sync, go to the Quickbooks tab > Syncronize and click the 'Sync Now...' button for Full Sync. - Adam

Hi Eddie, Method will sync with the default sales tax settings from QBO.  Can you make sure that your QBO is set correctly and perform a full sync?  A full sync is needed to have Method set the default sales tax.  A changes only sync will not trigger this. - Adam

Ahh. This is starting to come together a little bit then. So even though I am importing this list as "CustomerLeads", there is no CustomerLeads table/fields. It is really the same thing as the Customer table. Leads when converted to a customer then transfers the data in the lead table to equal the data in the customer ...

You can certainly delete a customer or lead. If they are a customer in both QB and Method, this will delete them in both places.  I should also mention that you can merge customers in Quickbooks, and by doing that, they will also merge in Method, moving all of the links to that customer as well. - Adam

Thanks for the reply.  If this does happen is there a way to delete a customer or lead?

Hi Angie, First off, I'm glad you are enjoying Method. Method doesn't actually have a merge function.  I would compare the two lists and remove the duplicate customers or leads, making sure to keep the most up-to-date information.  - Adam