Method Community

Hi Nikki, If you are only seeing the leads under Listbuilder, it doesn't sound like you've been assigned anything. I would have your administator double check that they are assigned. What they should be looking for is the SalesRep that's attached to the lead. It should look like the screen below (the highlighted intial is the ...

Hi sdmo, Is this still happening for you? I know there's some inconsistency between how QBO handles addresses and how we do. Its something we've identified with Intuit and logged a ticket for. This sounds like something along those lines. If this continues to happen, I'd suggest giving our support line a call and ...

Hi Mike, I've been able to do this in a simplistic way. I added a second attached grid of the InvoiceLine table to the Invoice screen. Since this is buillt to show all lines attached to that invoice, I put a filter in to filter out anything with 'sample' in the description for the first grid and the second grid to filter out anything ...

Hi, Sorry for the late reply. This was probably best posted on the API forums so I moved it there.  Adam

Hi, I tried this as well and it was working as designed. If anyone feels as this isn't working the way they expect, please reach out to support at 1-888-925-6238 x2. This way we can see first hand what's happening. Adam

Hi Blake, Sorry for the late reply. Generally, TxnLineID sync errors for sales orders are due to either the line already being invoiced, or the item not syncing over to QB yet.  Given that you were able to re-add the item and have the conflict go away, leads me to believe that the item hasn't synced or is in conflict for some ...

Hi Mahlon, I tried to quickly replicate in my account and couldn't. Here's what I see: This was a simple button with an 'Assign to action result"' and the conditional statement.  - Adam

Hi Fred, I'll take this over for Mortaza and apologies for the late reply. This is certainly acheivable, and there's a few ways I'm thinking of, though none are simple customizations. Instead of using the recurrence object to create your other work order occurrences, I'd suggest simply using a button to insert your ...

Hi ayoung, Yes, we do have a plan to put that functionality in. Unfortunately, I don't have an ETA on when that might be, but we do know its important to many of our users. - Adam

Hi Jonathan,  Sorry for the late reply. I'll take this over from Mortaza. Assuming the tablink itself isn't changing names, I can't see why it migh be happening. Is the action set occurring on a button click or load action?  I'm wondering if there's a race situation happening and something isn't completing ...