Method Community

[quote user="richard@skoosh"]any ideas?[/quote] Yes, I think there's some confusion on the : character on the customer name.  The : character denotes a job for a customer.  So if Fred Wilson is the customer and the job is for Roofing then it would look like Fred Wilson:Roofing.  What you can't do is use a : in the ...

[quote user="scottaskinosie"]no mater what I try I cant get this to translate over to our CRM site[/quote] Out of the box we do not support price levels as this is a limitation by the QuickBooks SDK.  You would have to customize to bring this functionality over from QuickBooks completely. Here's a quote from another thread on ...

any ideas?

Yeah your right i just spoke with the staff and the took me through the ordering system but we didn't put the colons in, basically we stick the address of the customer in on the form, and then in additional set it as a job of another. e.g. foxtons (an estate agent) is hte job agent (who we are doing it for) then when we go into field ...

Same deal there ""Property:9 Chel Clois Sloane Av SW3 3DL" has a colon in it. It's just taking the raw data that exists for that customer, nothing fancy going on behind the scenes. I bet if you look at this customer's account, you'll see the "Customer Name" in Method is ""Property:9 Chel ...

we have'nt been using colons and hte address is spread over 2 fields another example is   QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when storing "Property:9 Chel Clois Sloane Av SW3 3DL" in the "customer name" field. QuickBooks error ...

Translation: QuickBooks doesn't like the colon ":" in the name you created. "78 COMPASS HOUSE:IMPERIAL WHARF" Might be better as "78 COMPASS HOUSE - IMPERIAL WHARF" Try putting in "78 COMPASS HOUSE:IMPERIAL WHARF" directly into QuickBooks, and you'll get the same attitude, but probably a much ...

QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when storing "address removed" in the "customer name" field. QuickBooks error message: Names in this list cannot contain a colon. The colon is a special character used to indicate a parent/child ...

Hello, I am tryng to add a field in Method that allows me to choose the price level for a new customer. Right now we have two price levels, wholseale and retail. I have played around with the field customization but I can't seem to get it to work. It is probably something simple I am overlooking.  When creating a new account in ...

How would I exactly go about customizing the screen to  have multiple ship to's per mentioned above? I just need a rough idea and I am sure I would get there. I have some customers with several hundred ship to's so doing through method would be best for my sales staff. To be perfectly honest it would matter most in the Sales ...