Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Invoice Fixed (#3398) - Removed the hard-coded currency value on the currency fields. (QBO) Cheers, Ashur

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customers Fixed (#3400) - Updated the addressing convention and Copy Address logic. (QBO) Estimate Fixed (#2614) - Updated the addressing convention. (QBO) Fixed (#1776) ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Sales Receipt Fixed (#3182) - Created an updated version of the sales receipt report and updated the Generate Report action on the stock Sales Receipt screen to set this report as the new ...

Well that's one less set of data to worry about then  If you're using a custom webform remember to include the required fields to link the Contact correctly (e.g. Entity) and utilize formulas to populate that field correctly. To understand what I'm referring to, your best bet would be to create a basic web form and copy the ...

Andy, Yes the Contact information submitted on the webform will be used to automatically assign the Activity/Opportunity/Case. You don't need to create an additional link anywhere, hope this helps! - Ashur

Hey Ben B and Andy, Update for you: The fix has been implemented so you should see it on any new webforms you create. I've tested it myself, on both basic and custom webforms, and am proud to announce that Activities/Cases/Opportunities are all now assigned to the Contact submitted on the webform. Let us know if you come across any issues or ...

Hi andy, We don't have an ETA at this point but I'll respond to this thread once there's another update from our dev team. - Ashur

Spoke to soon, here's another update for you! We're looking into making this work as needed (Contacts being associated automatically and what not). Stay tuned for another update  - Ashur

Just got an update regarding this scenario; it's actually a limitation. What I mean by that is when you submit a new web-to-lead form, the information is sent over to your Method account and saved. The reason Activities/Opportunities/Cases aren't associated with the Contact is because that record doesn't exist yet in your Method ...

Hey Andy, After looking at your screenshots I tried to replicate the problem with a simple test on my account but wasn't able to do so. In order to help dissect this further you would need to speak with a Consultant where you would be charged for the time if it is a screen design issue, but would not be charged if it is found to be a Method ...