Method Community

That's it! Thank you!

You can't merge customers in Method, merging would have to be done within QuickBooks. You can then set certain redundant customers as inactive either in Method or in QuickBooks,. If you haven't synced your data to Method yet then the most efficient way would be to make them inactive in QuickBooks. Regardless, these changes will take place ...

Hi handcrafted, In your string array of insert columns or your string array of insert values....are any of the values null? Dave

Dottie, Can you give a bit more detail?  Do you want this as a single grid in transactions?  Would these be totals for the customer? - Adam

Also, for clarification, We are able to do other MethodAPI calls on the table, just not insert. We can call method to get all the fields for the table, but Iwe still get the error when trying to insert a record. Thanks for the help, Bryan

Ashur, The part about Outlook I get entirely now. The issue that I really want to figure out is how to clear out redundant contacts/merge contacts from Quickbooks using Method in the most efficient manner, and then also is it possible to then update Quickbooks as well so that the redundant contacts merge there or are deactivated?

I would like the transactions in the edit customer screen to include and have an available filter of the following below. This info has to be for each specified/job/customer. Please advise if this is possible and point me to the right direction to have this available. Thank you.                  ...

Hey guys, I just updated my account to the new CRM pro to take advantage of the Documents table. We are trying to make API calls to the new table but are getting this error. "Failure. The API could not validate your log in.  Please make sure you have entered the correct Company Account, User and Password, and that each are spelt ...

Hi Kitty, You could make the sub jobs that are completed (2011 jobs) inactive, so they won't show in Method with the filter view Shared Active Customer Contacts.  They will still exist that way. - Adam

Hi Sandy, Thank you so much for your post.  I've replied to you offline about another new group that is for MSPs.  There has been a bit of confusion because I have been posting about both  To clarify for everyone, this group is for Non-MSPs, which means business owners who are using Method solely for their own business.  ...