Method Community

Shane - when you are ready to import your leads, here are two things to keep in mind: 1. Make sure you run a test first with just a few leads to make sure you like the results. 2. Don't import leads into the Contacts table. Import them into the Customers table, but add the field 'IsLeadStatusOnly' to your import, with the value of ...

Thanks! Shane

Hi Shane, In Method try going to Customize>>>Tabs Locate the tab (i.e. QuickBooks Home) and click on Edit Tab Links… Make sure there is a tab link opening the right screen (i.e. QuickBooks_DashBoard)

I went through those steps but it never gave me the option #12. It took me straight to the ticket code and "finish".   Aaron  p.s. - Yes, it has been working up until last week when multiple customers started telling us they could not pay online and received this error message. 

Thanks Danny.  That explains a lot.  I'd rather be on the bleeding edge with everyone else.  Of course I might be in the wilderness with my customizations, but at least I'll have the latest defaults to test and compare. Cheers, James

@James - I saw this comment you wrote to Paul yesterday: [quote user="jnoneiliv1"]I don't see the fix to SalesOrder_CreateInvoice though?  My account shows the Full Blown Method version of this screen as April 13, 2011.  Maybe there's an update to this screen that I don't have?[/quote] I think I know why you ...

Sam, I've seen other behaviour in the grid that seemed to require me to put a "0" into a numerical field, not the price field though.  For example I have some logic that runs on "Lose Focus" for calculating weights, or pricing etc. and for some reason I've seen the grid get a little finicky about having Null ...

This is excellent information! - I am actually talking about two different things I'm doing. 1) cleaning up customers 2) adding 8,000 customer leads... more later--- oh, I have lost my QB dashboard - I don't know how to get the Method one back on by QB tab... you've been so helpful! Thanks, Shane

Paul, I just tried it too, and you are right, the item code is no longer an issue, but the rate still is. If I put a rate of 0 in along with the description I have no issue, including with my custom screens. It'll be easy enough to write an action set that enters a rate automatically for desc-only lines. I'm a happy Methodist again! ...

"Do I assign a number to all of my contacts and use that as a record ID?" -Nope.  Record ID is automatically generated by Method, and cannot be edited or input.  Putting a random number in there will cause the customer that actually has that RecordID to get overwritten with someone else's address - (yeah...be ...