Method Community

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.

"You can choose to populate that text value however you want (enter it in, fill it in using a value from a dropdown, etc.) but it must go back to QB in a text format just like QuickBooks." I believe this is partly what I was saying. I don't want to change the data type. Currently, the province field on the Edit Customer ...

You're correct.  This type of change has to be made in Quickbooks.  Once the change syncs, you should see the changes in Method. - Adam

The action associated with updating the report loops through the customer table and sums up subtotals from invoices over various time periods. This is not a case where I'm creating a new customer. Perhaps a newly-created customer is causing the problem, but there's no way for me to know. The action is interrupted quickly and there's no ...