Method Community

Hi swn023-   Have you tried using the Search button found on the top right of the screen?   Another option is to customize the screen(CRM_CustomerList) and add ShipAddressCity as a column to the grid.   For opportunities, there currently isn’t a Search button available, but you can add the ...

So, it sounds like I'm missing a step somewhere.  1st I created a new field--LeadStage. Then I made a copy of the CRM_EditLead screen. What it sounds like you're telling me now is that I need to add my new field to the Customer table, is that correct?  Once I've done that it will appear in the toolbox when I edit the ...

Oh, and I forgot to add, the fields appear to be gone from both the table and screen, so everything "looks" clean.

Oops, I think I've corrupted one of my tables, SalesOrderLine and/or screen. I deleted a couple of fields from table SalesOrderLine without First removing the fields from a screen.  Now when the screen attempts to open it says "Invalid column name 'PartIDImage'. Invalid column name ...

  Hi swm023,    The first thing that you need to do is to make sure that when you go to the Existing Opportunities List screen, that the "Filter By View" dropdown selection is Shared Opportunities.    If you are still unable to see all the records, you need to make sure that you have permission to ...

voltaire- What I would do is add an action to assign JournalEntryRecordID from Row to an action result, and then use that in the Send To Desktop action. JournalEntryRecordID refers to the RecordID of the Journal Entry that the Journal Entry Line is associated with. The Sent to Desktop would look something like this: Table Name: ...

Nathan - can you PM me your Company Account name (click Contact>send Method_Paul a private message).  I'll have a look... Paul

That will be great but method sync always tells me there is sync in process. But the issue is that it will not pull the existing notes for QB online so we can view them in method. Originally it did this but I am still seeing some of my customers in method with no notes but can verify them in QB online

Nathan - The reason you had the problem yesterday that you did was that Intuit had recently made the add/edit of customer notes possible for developers.  Previously it was read only. Problem is, there was a communication break down, and no developers were alerted to this - so it hit us by suprise.  We are still implementing their new ...

How do I fix a sync issue with quickbooks? It now appears that after fixing the issue of the sync process deleting my notes in quickbooks, method will no longer sync the notes from quickbooks at all??? i have even tried manually entered the same info into the notes in method and they won’t even save much less sync!