Method Community

 Hi, I am a new user and am trying to add a customer/file number to new leads/customers.  I copied the screens for customers (QB) and customers / leads (CRM) then dragged the account number field into the new screens but when I signed out, let the three fields update and signed back in, it still does not show the number field.  Do I ...

CF_Pro- Since in most cases Leads will become QB Customers, when you import a lead you have to ensure that you don't have a customer by that name already in Method. The error message is a bit misleading since if it is a lead it won't be sent to QB until it gets flipped to a customer. -Michael

emiller- I was able to duplicate this. IsLeadStatusOnly is a special field that gets disabled once a customer is synced to QB. I will have to look into this further. How many customers/leads did you import? If it wasn't that many it may just be easier to manually delete from in Method and re-import them with IsLeadStatusOnly set to ...

@mrjonboy - I tried it myself on both FireFox and Chrome and experienced the same problem as you. Sometimes it worked, sometimes it didn't. We've been having problems with the latest version of the HTML editor we use, and are in the process of replacing it.  The "labs" version of Method has the new HTML editor, but the web ...

Wylie- The only way around this would be to store the CC info in Method custom fields outside the standard QuickBooks fields, however I do want to point out that this data would not sync to QB, and for security reasons you would want to use Method actions to Encrypt the CC info before saving and then decrypt it as needed. -Michael

Paul, Just asking this question again as the Web forms are not allowing it.  "The design of the Thank you page is not allowing me to put any information into the box. I have noticed this to come and go as well (sometimes does, sometimes doesn't)" Basically, I can't design a thank you email. Any thoughts? Thank you

I tried your suggestions, and it imported a bunch, however 50 or so rejected and this is the error I got on each one Error: Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again. Why is it talking to Quickbooks already, if I ...

Okay, I tried that but the IsLeadStatusOnly is not available when I select update checkbox?    

And thank you for the fix sir

@smohyee - We looked into it.  The need for those to be required no longer necessary - it was early on in the platform, but not anymore. You should be good to go now. Thanks for the beers, Paul