Method Community

  @MLDV - Welcome to our forum If you are using our import / export tool then there was a link to this topic, in our Method CRM Help Center HERE. I want to emphasis on the section on "Special case : Customers, Vendor and Leads. [quote user="MLDV"]I manually deleted all of the leads.  When I tried to reimport them ...

I recently imported an Excel spreadsheet full of both customers and leads.  I didn't realize I should have been importing them seperately in order to keep the leads out of QuickBooks.  I manually deleted all of the leads.  When I tried to reimport them as Customer Leads, I get an error telling me that the lead could not be ...

Thanks SO much. Carol

Another tip I just got from my co-worker here is if you use CType(sender, XRLabel).Text as your variable name it references the current label you're writing the script in. Happy Methoding ~C

Well, I AM embarassed!!!! The field property "Multiline" was not set to YES. And I also discovered that I can re-declare a string variable with the same name. Thanks! Carol

Chad, Fabulous!  Thanks so much.   Yes, I dive in fearlessly -- I learn best that way.   My only problem now is that the carriage return (hard enter) is not working.  Here is my script -- It's almost identical to the Bill to address except that I renamed the string variable because I didn't know if I could use the ...

Hi CarolOliver, First up, welcome to Method. [quote user="CarolOliver"]It isn't declared within the script itself...[/quote] It does get declared in the script on the 4th line: xrShipAddress.Text.  If you use xrShipAddress as the variable name you also need to update the property grid > design (name) field to the same ...

@Lynda One way of accomplishing your task is by using the ItemInventory table with the QuantityOnHand field from QB. You can create a drop-down menu in Method, that contains an "on hand" field that will reflects the QuantityOnHand amount.  So when your sales representative are searching for the inventory item from the drop-down ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Invoice New (#3217) - we’ve applied the same new features added to the estimate screen yesterday to the invoice screen.  This means you can now take advantage of the single ...

[quote user="AutumnW"]...is it possible to add the html code provided when setting up a web form, to a portal? Where/how would I do that?[/quote] Portals and web forms are separate areas, a portal lives on our site so it will have the tab style navigation and colour scheme you setup under Customize > Display.  Web forms live on ...