Method Community

Have you tried to change the SalesRep data in QB?  Does this sync over correctly to Method and does it have the same effect of switching back shortly after?  This is a longshot but are you changing to a valid SalesRep?  You would get an error on the import if the SalesRep didn't exist but I'm just trying to figure out what ...

Awesome! Got it.... Much appreciated.

Chad, Thanks again for all your help on this. I have to admit I was somewhat hesitant at first to use this approach, thinking it would be hard to keep track of all the tables, ect.  However, after your input and doing some of my own testing, I have to say the Method team has done a great job of this process. What I've found is if you ...

I forgot to mention but you can combine the events of button click ... and <add new> in one field for added functionality, we've got a few of these on our stock pages like Invoices. ~C

[quote user="jpfiester"]Thanks. That's exactly what I needed and it worked great.[/quote] Another related tip for you here, if you wanted to add the ... that shows up on textbox fields then the event is called button click.  Add any action on the button click event and the ... is automagically added. ~C

I'm not seeing changes in the following situations: Creating a sales order for Customer:Main Account Going into the customer main page, going to the Contacts section/tab, selecting Main Account and going to the detail page for the Main Account job type for that customer. In both cases, the original sales reps are still there. My ...

[quote user="MikeB"]This is really frustrating.[/quote] I'm a bit stumped on this one - where are you not seeing the change?  For example, if you're just changing the sales rep on the customer records and you trying to see the changes on an invoice, you won't.  You may need to update another table depending? ~C

Ok, that worked. Thanks for the tip on the max num of rows.

Thanks. That's exactly what I needed and it worked great.

Well, after waiting until 2:57 and pressing the Sync Changes button, the sync time ended up being 2:26PM. I think it's set to check every 60 minutes. So, first off, the manual sync doesn't seem to work. And my Sales Rep changes were no longer there. I exported the Customers and Leads table and checked a few customers manually in Method ...