Method Community

If you're looking for help on how to get started with the Google Gadget, check out the new help center articles we've published.   http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&article=What-is-the-Gmail-Gadget%3f&id=204  

[quote user="wmousseau"]Please let me know if you have any thoughts/insight.[/quote] The Method Integration Engine does not trigger any popups in this regard.  It sounds like this is a popup from QuickBooks so we have no control over the information in that window. If you think there's an issue with the Sync engine you can ...

I need to figure a way to allow our users to convert a lead without editing that lead... So far I have added checkboxes to the LeadList grid to allow a user to check a lead. I put a duplicate 'Convert Lead to Customer' button on the screen with the grid (LeadList). Now I am in the process of altering the 'Convert...' button actions ...

this is the second time this has happened to me ... it's very seldom but still anoying when it does happen, the buttons to save and whatnot are just missing at times, then you have to hit refresh on the entire browser page thus loosing all your info and having to re-enter again  

[quote user="JKM@SA"]Would appreciate if you look into it.[/quote] I just wanted to point you to our latest release notes and let you know that this issues is now resolved. ~C

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate Fixed - the item dropdown list will no longer display inactive items. (QBD & QBO) Cheers, Danny    

[quote user="MikeB"]I do not believe that I have broken any links.[/quote] Without seeing your screen I can definitely say yours is not behaving like the stock Method CRM screens.  From Customize > View > CRM_EditCustomer screen, all the sub-tabs are blank but none of them cause errors. The stock CRM_EditCustomer screen more ...

 And to elaborate a bit on the above, when I Edit a copy of the "CRM_EditCustomer" screen and go to the New Transaction button within the Transactins section, the first Action for the button (regardless whether I choose a Sales order or an Edtiate) is called "AssignValue To Action Result" and the notes are ...

 Again, I'll detail what's happening: If, within the Customize environment, I view the "CRM_CustomerList" screen and select a particular customer, I am taken to the "Edit Customers" tab for that particular customer within my custom environment. If, within the Customize environment I view ...

 Hi Chad, I started playing with this and it is really acting strange ... Went to a customer acct in QB that had credit card data. Changed the last digit of credit card #. Hit Okay Payment Application Popup "You have updated information for "Customer"  Do you also wish to update this customer's credit card/ach # ...