Method Community

TogsTeam- Deleting these conflicts associated with SalesRep should get rid of the duplicates and allow your sync engine to continue its process.

QuickBooks returned an error when adding/modifying a accSalesRep record. The error was: There was an error when saving a SalesReps list, element "SS". QuickBooks error message: The name you have chosen is already associated with another sales rep.. The Request was: <?xml version="1.0" ...

Hi John, You should still be able to do that. When you are editing a case in the Case Dialog & New / Edit Activity tab section you should be able to choose Work Order for the Activity Type. -Michael

Greetings, CRM Pro> Case List> Choose a case.  After i choose a case, it takes me to the edit case page. The page loads up with no data, a message from windoes pops up say, Do you want to continue working with a unsecured page?  It askes me yes or no.  If i choose yes or no everything works. Update: This window only shows up ...

TogsTeam-  What is displaying in Resolve Conflicts for table SalesRep? QuickBooks shouldn't allow duplicates for SalesRep intial so there should be conflicts about duplicates.

Hey Michael, From the old CRM, I was making up cases for everything from customer questions to internal issues.  When i created a activity for a case, i would choose Work Order. A work order woud then appear in Field Services. Thats what im looking for unless there is a new way of creating work orders. Thanks, John  

Our integration engine display is providing the following message, indicating an issue with the SalesRep table: 7/27/2011 11:41:47 AM 'Entity' 4 conflict(s) - open Method and click the QuickBooks tab, then Resolve Conflicts 'SalesRep' Too many conflicts on SalesRep to proceed further. Please go to QuickBooks...Resolve ...

Hi John, A 'Work Order' is essentially just an activity with the type Work Order. How were you previously creating a Work Order from a case? -Michael

Greetings, Method CRM Pro> Cases> Edit Case> Case Dialog New/ Edit Activity.  I I use to be able to make work order from a case but it dosent seem to be working unless there is a new way of preforming this.    John M

pdirect- We are aware of this and have already created an internal ticket to address this.