Method Community

I am using the import function. I am using importing to a Contacts table. I have tried the copy/paste funtion and also uploading a csv file and get errors eitiher way.  the only time the import function has worked for me was when I used a Customer table but I definitely do not want to upload to a Customer table - just a contacts ...

This is not working properly for us. Our closed won opportunities are still appearing in the pipeline.

Katie, Only stages that have the category of "Open" will appear in the pipeline.  Selecting stages with a category of "Closed Won" vs. "Closed Lost" really only affect reports you wish to generate down the road.  For example, if you wanted to run a report for all the opportunities you lost in ...

The closed stage selected is "Closed Won". Does it have to be set to "Closed Lost" to move the opportunity out of the pipeline?

Hi swm023- I am going to chime in here and hopefully clear up some confusion. I think you are filtering by the wrong field, you should probably be creating your filters based on the OpportunityStage field and not the OpportunityStageCategory field. For OpportunityStageCategory there only only 3 options 'Closed Won', 'Closed ...

Hi Katie- Looking at the graphs on the Home Dashboard screen, they are filtered so that any Opportunity Stage that has a Opportunity Stage Category containing the word "Closed" should not show up. Just to confirm if you go click on the ... next to the Stage dropdown (This should bring up the New / Edit Opportunity Stages screen) and ...

Wylie - Out of interest - can you forward a link to the API that you are referring to?  This will give us a chance to say "never", "maybe" or even "soon". Paul  

Hi Wylie, I am not sure if what you are trying to do will work but I can point in the right direction on where to setup payment gateways as a whole. In Method go to Customize > My Account and you should see an option for Payment Gateways under the Change My Account Preferences section. Outside of this there is currently no other options ...

Thank you. Yes, I don't want to delete the stage. I just want to be able to close an opportunity so the $ amount for the opportunity is no longer in the pipeline once it is closed.

@Sam - the plot thickens!!  I used MethodSupport to do this on CopyofOriginal_SalesOrder(2).  I was able to insert new lines without an item on sales order 100003.  There were a couple items there already, so I'm not sure if they came from you in Method or from QuickBooks. I left my test items in there so that you know I'm ...