Method Community

And just to clarify, I don't mean that small little section under Customization-ActionReferences-Advanced. I want to see what all the different options are. For example, for a send to: you can choose "Value from Session". I don't see a choice to email a specific user or even better a resource. A resource,  I assume, can be ...

We've been using customized ContactsPortal screens for quite a while and things work fine. Yesterday I added a new field to my ContactsPortal_Transactions screen and also made an edit to the text on an existing button object.  The change isn't being reflected when logging into the portal. I've tested and tested and no ...

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