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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?
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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.
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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 ...
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Hi, as mentioned above we need you to use the iFrame because the SSL certificate is owned by Method Integration.
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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 ...
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You can put it in an iframe on your site.
Here's an example from our site: https://www.lacrewsbsp.com/Home/CustomerPortalLogin
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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
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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 ...
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I'm looking for comfirmation of the following field linkagess so that when I clean up fields in the "Customer" table in QuickBooks, everything will translate properly in Method.
It appears that the following structure is in place:
Company Name (Customer Table) = Company Name (Contacts)
FullName (Customer Table) = FullName ...
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All,
I have created a CNAME subdomian redirect for our customers User Portal. It is working great but the issue is that Secure Certs verify the domain name and in this case it does not match. Method requires and redirects any nonhttps requests for the User Portal which is great but are there any options for keeping our customers on our domain ...