Method Community

Nick_warren, This is not an issue with the api, but the synchronization process. I have moved it to the appropriate thread. Dave

Guys, I'm experiencing a little issue with the ShipTo and BillTo Address in Quickbooks. It seems as QuickBooks does not allow you to use both Addr1-Add5 AND City, State and Postal Code fields. Which means that you can: 1) Use Addr1-Addr5 OR 2) Addr1-Addr3 and City, State, PostalCode.   When using both, you get an ...

Ok, one quickquestion then:  do QB custom fields link to Method so we can link our customer demographics stored in QB custom fields to Method (which will be our sales team's interface)?

[quote user="MichelleSFI"]Is there a list of fields that are shared between QB and Method CRM data that I can get? [/quote] There's no list of the fields in our help docs right now. [quote user="MichelleSFI"]Also, are there any limitations to the fields that can be linked between the two systems?[/quote] If you run ...

[quote user="millrats"]How do i add new fields to the New Customer Table I tried to do it but it dont show up when i open new customer[/quote] If you made the changes to the table then you'll need to go into the screen deisgner to add those fields to the screen.  We can't automatically add new fields to a screen since it ...

Is there a list of data fields that are shared between QB and Method CRM that I can get?  I am referring to the ones that are already shared / linked in the standard CRM before any custom work is done.  Also, are there any limitations to the fields that can be linked between the two systems?  We're just looking at the best ...

@vdefabis - I heard back from the developers.  Good news, the actual act of looking into feasibility of doing it, led to 1/2 the work being done. So they got the go ahead to finish the other half. The "September" version will have this 'fix', later this month. However, it should be noted that it still isn't a fully ...

[quote user="karen"]so I need to choose it right [/quote] I think your best option is to add a tab link based on the reply.  Make sure you add the tab link to your new tab for sales people that way you can keep your original invoice page available for your own purposes.   [quote user="karen"]If I choose ...

How do i add new fields to the New Customer Table I tried to do it but it dont show up when i open new customer

Excellent!  Thank you very much!!