Method Community

Fran - love that you love the gadget.  Bring your clients on, it's stable.  Just email in with the requested domains so we can drop the invites. Now - onto your problem. We do have it so that "Activity Comments" becomes "Activity Comments (external - may be seen by your contact)" when "Email case ...

Is there anyway to recover all of the default values in Method for tables, fields, etc?  I somehow have managed to mess up the 'convert lead to customer' process and have NO CLUE how I did so.  Any help would be greatly appreciated.

Nancy - Got a little closer I think. My hunch is that there is something blocking our ability to read the email. In some situations we use something called "IMAP" to read parts of your email that are not normally available in a gadget, such as what attachments exist on the email. The 2 places we use IMAP are the two places you, for ...

[quote user="Jacob"] Well, I am testing against CRM data which can be manually entered without a QB sync. I have successfully tested getting customer and entity data, adding phone call event, etc.[/quote] Jacob - yes, you can enter data into the CRM tables without syncing but that doesn't mean you're not going to run into ...

Which table is your transactions grid based off?  If it's not based off the the transaction or estimates table then it would never show in estimates.  The default grid for the transactions tab section uses the transaction table.  Please confirm. ~C

Nancy - thanks for the extra details.  We haven't had any similar reports on something like this, so we're going to have start with a clean slate on this. I'll look into what could cause such a boring an uninformative message of "undefined". I'm hoping that whatever the cause of that one will be the solution to the ...

I have a custom table that includes a Customer dropdown that displays the Customer Full Name on the screen as the select options. I'm trying to do a data import into my custom table based on Customer RecordID but the import says it can't lookup the value based on the ID. Why not? It seems weird that exporting my custom table includes the ...

 Hi Jacob, Following up on Method_Danny's point. When you login to method, it checks if you have ever done a quickbooks sync. If you have not, it takes you to the quickbooks --> synchronization tablink so you can set up a sync. The same logic still fires even if you are coming off a link generated via the api. We are still ...

 Well, I am testing against CRM data which can be manually entered without a QB sync. I have successfully tested getting customer and entity data, adding phone call event, etc. Thanks, Jacob

@Jacob - Method requires QuickBooks though so if you haven't linked this account with a QuickBooks file, how are you testing this?