Method Community

Thanks for the input Paul.  The customer's Lead Status was removed. It was marked as "Active Customer".  However, the waiting to sync was checked as well.  It looks like that resolved it.  Much thanks!

 Val, The syncing issue with IE9 is one piece. What about the changes only syncing not getting the account balance within the chart of accounts? Thanks!

mrjonboy - I checked with the developers.  In looking at the logs, there was an error on your webform at 11:13 PM, Eastern time, yesterday.  Did the same thing happen at that time?  I'll create a ticket for them to figure out what went wrong, and hopefully it is the cause for your form to not save properly.   (you're ...

hycari, Since I was able to replicate this on my end (not being able to click Sync Now), I've gone ahead and created an internal ticket to make sure our team looks into this. I'll post back here to update you once I know more. Thanks

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 ...