Method Community

[quote user="MikeB"]I hope when the sync actually does happen that the changes will remain.[/quote] There's no reason why they wouldn't.  I flipped my sales reps several times today and they sync'd to QB everytime. Post back up your results. ~C

I went through the steps, which I'm pretty sure I went through last time and which led to a successful update last time. Looking at some accounts in Method, and exporting the Customers and Leads table,  see the changes are there (just like before). But when I do a Changes Only Sync, the time doesn't change. It should read 1:32 or ...

[quote user="Method_Chad"]I believe you just need to copy a screen that has that report but I'll verify.[/quote] Confirmed - when you copy a screen with a generate report action (with your custom report) then it'll come over in the copy. ~C

[quote user="Rolf"]This also allows the data copy checkboxes to remain in the desired state indefinately, I assume.[/quote] Definitely. When I had that option selected in account 1, after the copy, account 2 also had the option to copy data selected by default - it looks like the table settings are also copied over. [quote ...

[quote user="MikeB"]but then reverted.[/quote] Does it revert after a sync?  What are your conflict settings?  Under QuickBooks > Synchronize do you have this set to QuickBooks wins?  I changed my reps several times today and had no problems with the records reverting.  Do you have any custom actions which ...

Hi Chad, Thanks once again for the quick reply and helpful info. Of course this raises more questions. If I have understood you correctly, a table is copied over (with without its data, depenciing on the data checkbox) only the first time.  Once that table exists, It is not subsequently copied, nor is any of its associated data.  Since ...

[quote user="jpfiester"]I'd like to add the ability for my users to have an "Add New" option in the drop down list[/quote] This is pretty easy but you'll want to make sure you have a screen setup to edit that table.  The quickest way to have this screen pre-built for you is to use the automatically create a new ...

Thanks, I followed that procedure before (although I exported all fields - no matter, I only imported Sales Rep and RecordID) and it worked at the time, but then reverted. 1 question though: If Customer/Lead/Customer and Lead are all views of the Entity table, shouldn't I change the records in the Entity table and not in the Customer and ...

[quote user="MikeB"]Which table do I have to change? There's Customers, Customers and Leads, Entity, etc. I made the changes to the Customers table. Do I need to change all 3? Or just Entity?[/quote] Hi Mike,  I just want to clarify our table structure - Customer, Customer Lead and Customer and Lead are all views on the ...

I have some drop down lists that reference custom tables for lookup values. I'd like to add the ability for my users to have an "Add New" option in the drop down list that will allow them to add a new option, such as done already in several of the stock drop down lists. How might I go about this?  I suspect it has to do ...