Method Community

nevermind, figured it out. regarding my 2nd question--is there a way assign a customer to mulitple users?

Thank you.  I created an employee for this sales rep, linked him in step 1 of 10, have set the right filters and checked the right boxes in step 6 of 10, and when I login to his account, he can still see all records.  Please help.

I cannot find the Edit Activity screen in my list of screens.  Can you tell me how to download this template and add it back into the list?

You would need to edit the Invoice table and add the field you would like on the report as a Linked Field. For the Linked Using selection choose Customer. After the field is added to the invoice table, it will be available to be added to the grid.

I'm trying to automate submissions via the Web Form (essentially to add leads from one system to another). Every time I make the HTTP POST I receive a message similar to "We couldn't authenticate web form provider. Please contact web form provider for any additional information." What am I missing? Is there a better way to ...

Hi, as mentioned above we need you to use the iFrame because the SSL certificate is owned by Method Integration.

Hi Adam, Thank you for your response!  Greatly appreciated! Here is the most recent error message: Method CRM - QuickBooks Online Sync Results Company Account CorrectToes Result Aborted Message An unknown error has occurred. Changes to QBO Changes to Method Our first conflict was a ...

You can put it in an iframe on your site. Here's an example from our site: https://www.lacrewsbsp.com/Home/CustomerPortalLogin

I have a grid that is based on the Invoice table.  How do I add a field from the Customers table to this grid? Thanks Jo

All tables above are Method tables Expanding further, I see the following QB/Method connections (from the QB) Customers table: CompanyName (QB Table) = CompanyName (Customer Table) = CompanyName (Contacts Table) Name (QB Table) = Company Name (Customer Table) + Name (Customer Table) = FullName ...