Method Community

Hi Michael - to close up this forum post, just know that there was no actual issue with the QB custom fields after all!  We had just changed our Method password, which caused the integration engine password to be reset.  I realized after your suggestion to do a full sync that NOTHING was syncing.  Thanks for your help.

 No it is not syncing in either direction.  If I go to Customize >> Tables/Fields >> Customer Table >> Edit Fields, the field type is listed as Text, and Field Size is 31.

I think I am missing something simple.  I am using Enterprise v11, and I have set up a custom field in the "Additional Info" section for the Customer.  This field is entitled "Industry."  In Method, this field now shows up in the list of Customer fields to be added to a screen.  I ...

When adding an opportunity for an exisiting lead, I find it confusing. If you start from the lead edit screen and click to add an opportunity (or just add a new opportunity from the opportunity list), you get three choices - "Existing Customer", "New Lead", "New Customer".  There is no choice for ...

How do I make a secondary dropdown appear based on the selection from a first dropdown? For example, I have added lead source to the additonal info section of the customer list tab link.  The lead source has a drop down of choices.  One of my choices in lead source is customer referral.  If I choose the ...

Have a customer asking me and I do not know how to answer - what is method written in?   Thanks - Shelly