Method Community

hycari, There's two possible explanations for this…at least two I can think of. 1. Are you sure your Method email settings are correct? Did you get the verification / test email? If not, it may mean the first 50 emails are still being sent by Method. We do this to help new users out until they actually get around to doing this in ...

Does the customer have a "Lead Status"?  If so, it won't go to QuickBooks. Does the Sales Order have a "Is Waiting for Sync Approval" status?  If so, uncheck this and save. Paul

Hi, I have a customer that's in method not showing up in QB.  It has a SO that isn't syncing either.  My customer list screen is customized, but this customer is no different than any other in how I've created and saved it.  There's no resolve conflict with the customer or SO syncing to QB either.  Any ideas ...

Paul, you're most welcome.  Is there a place I can submit some suggestions for updates to the guide?  There are some usage details of the actions that I've learned either in experimentation or with help from Michael and Valbon, and some questions I have still on some actions even though I'm using them successfully, that ...

 Hey Val, That would be fine, and as discussed in the email I sent you this morning with the screenshot, we'd be happy to pay to get this action added if you have time. Although we know the customer/contact, there will be many customers/contacts using the portal. Does that change things? Thanks!

Hi there, The customization took care of adding a linked field to the contacts table which is the same table your contacts portal is built from. This allowed us to add the field by dragging it on to your custom screen. The screen we were working with was 'ContactsPortal_Home' which worked out well since it's built off the same ...

hycari - The "Transaction" table is a special "combined" table in Method that merges together some of the key fields of all the transactions tables (like invoices, payments, sales receipts, etc.).  Unlike other tables, the Transaction table does not support showing new or custom fields, so you wouldn't be able to show ...

@James - thanks for the kind words. Just wanted to point out one thing.  The future of all documentation is going to be the Method CRM Help Center, which is gradually filling up with content.  You can see all actions and objects on there, which will be the most up-to-date ...

Sam, For the most part any change in Method shouldn't affect a customized screen.  This would only occur if there was a bug in the new code, and most of the changes that would impact the custom screen functionality have been bug fixes, performance improvements, or more lately some validation rules for logic.  All of these just make ...

 Hey Paul! I've sent you an email with my phone number, I've got a perfect case of the issue between account balances and how method isn't picking up the change through a changes only sync. All we need to do is a gotomeeting, and I can easily show you exactly what it's doing (or in this case, not doing). Thanks!