Method Community

Worked like a charm.  Ran the script and updated perfectly in Method.  Waited a few minutes and ran a report in QBO and it appears they are all where they should be.  Thank you a bunch.

Shawn - Intuit did the hot fix as they promised.  We have tested on our end and everything is now working as it should again.  We have reverted the temporary change, so we are back to normal. You should be able to run your script and have it work its magic.  If you need some help from us, though, let us know. Thank you for your ...

Shawn- Method allows you to add multiple contacts under one account but these contacts only really come into play with CRM features and not transactions. They would still have to be seperate customers to be able to create a tranasction for them, but in Method you could potentially create field to denote that Mark is Part of Legacy Financial and ...

Blake- Can you send me a screenshot of the error message you are getting? -Michael

Right. I didn't mention I've already changed the table by removing the Required flag for these fields in addition to removing the other validation actions around these dates. Although it's not clear at this time how we plan to use the WO calendar, I'd rather one didn't show up on there just yet. Once a WO has a start or ...

Yes on QBO.  However I have them set up as individual customers in QBO which then synced over to Method that way.  So Method did what it was told.  But, I set them up differently in SalesForce (which also supported multiple contacts per Account).  In SF, I set them up as one Account and Multiple Contacts.  That's the ...

Hi Robert- Something like this is possible but it would require some customization in Method to make the screen read only when the rep assigned is different than the rep viewing it. -Michael

Blake- Work Orders are based off the Activity table and DueDateStart is a required field and that may be why you are getting errors. One suggestion is to give that field a default date and just hide the field on the screen.  -Michael

  I would like the sales people to have the ability to see all Accounts and the assigned Reps with Read Only capability. They should only be able to edit accounts, contacts, leads etc. to which they are specifically assigned. Does Method CRM have this capability and if so how can I get to this information.

I'm customizing the Field Service Work Order screens to work for my business. Regarding Work Orders, I don't require that Date Start/End have a value. So I'm killing off all the actions around these field validations. For some reason, there's still some page load action on the FieldService AddEditWorkOrder screen that is firing 2 ...