Method Community

Hello everyone, I am new to Method and I am trying to customize my CRM to my company's needs. I am somewhat familiar with SQL and wanted to know if this is a SQL based database. If it is where do I add my original list of sales reps, because on my "New Leads" page the system will not allow me to add a new sales rep. from the drop ...

Method will let you make an entry into the custom field and move to the next custom field and you can make and entry.  At this point everything appears to be working, the data is in the field on the screen.  But if you go to update the field or save the invoice the data disappears and it does not move into QuickBooks.  I hope this ...

[quote user="VLocke"]Suggestions?[/quote] Is the custom field data being dropped or is it being changed in QB?  And this change only started with the recent group item addition?  I'm going to review the custom field on my own local account for testing and I'll follow up in this thread. ~C

Attention Google Apps and QuickBooks users! Google Apps has rapidly become the destination of choice for small and medium sized companies looking for hosted email, online spreadsheets, and a shared calendar. Even at Method HQ we dumped our Microsoft Exchange server, switched to Google Apps, and haven't looked back. It's one less thing for ...

[quote user="MikeB"]Either way, I'm logging in as a manager, not a sales rep, so this oculd be the problem.[/quote] This shouldn't make a difference but I would like to have a look at your account to verify.  Could you email me your company account and I'll follow up with you directly. ~C

The Group Items lines are showing up just fine now.  But I am having another problem that I did not test for before.  Now the custom fields that I added for the client to use with the group items does not save when the save the invoice and the data entered does not stay in the field when you update the invoice.  This was working ...

When logging in and looking at my "Dashboard" tab I receive the following error message: "Error^Action Sequence Order:^ERROR: There was an unspecified error loading the report. Please check your Generate Report action to ensure all filters are setup properly, and that the report loads correctly in the report ...

 Hi Jason L, Glad to hear you got it working. I've been trying to reproduce the error for the past 2 days without any luck. I was actually starting to write a post asking you to elaborate on how you set up your linked fields. Dave

I finally got this to work. I needed to add a linked field along with the drop down, then not pass any parameters to the insert call dealing with the linked field. I was counting on the dropdown to hold Table A's record ID, but I had to add an actual linked field to the record ID, and then it worked. Thanks for the help.

Curious, I couldn't get the change I was making to reflect when I logged into the portal. I attempted it several times over a few days without luck. However, after I saw your response, I made no changes, just tried logging in, and yes - I can see all open transactions now. Thanks.