Method Community

I successfully imported leads into method. The only table for importing is the customer/leads table. I assumed it would ask me if the file contained customers or leads. If did not and my leads were imported as customers. What did I do wrong. I have customers to import as well as leads that should not be going into QB. One more thing, I was ...

barstone, There is no way in Method to change a contact type.  This is a Quickbooks field that is set by Quickbooks.  I don't know of any way to re-assign a main contact in Method.  Your workaround might be the best option.  Another workaround would be to add a contact with the exact same info as the original ...

ok,that looks like what i have. I can set other fields, and i can move to the status* field, but set field does nothing on that field.  can u give me a screenshot of the settings for the set field command. Maybe i have something wrong there.

I don't know if this is a known issue but there is a common conflict that is generated due to a duplicate entity. Method will show a warning if you attempt to save a duplicate entity.   For example,  if a customer named "Practice Test" already exists in Method and you attempt to enter a new customer named "Practice ...

I got it to work on the stock screen, hopefully this screenshot helps you out.  The field that needs to be updated is the   Status*.

Is there a way to change a contact's Contact Type? We often have first contact with someone other than the person we will eventually bill for services, but the first contact ends up going in as the primary contact for the new lead. Then later on we will have to change it to the person we actually send the bill to, which will cause problems ...

thanks mandeep, i am trying to set the workorder status field to completed. Completed is in the dropdown already. i am using the exact same text andcase as the menu.

OK, thanks. I thought that there were "field types" and "data types", where different field types (eg. dropdowns and text boxes) could populate a data table with the same "data type". (eg. text) if one replaced the other. I guess I was mistaken.

Mike, What I think you might be missing here is that when even when you link the dropdown to the field, you are linking a dropdown data type to a text data type, and as such they don't match.  There is a difference between a dropdown text value and a regular text value.  To see for yourself, you can make a simple table with ...

Hi Andrew, if it is a dropdown field the value you are using to set has to be one of the options in the dropdown.