Method Community

Hi Charles, We have a beta version of the sync engine that has the ability to sync with some Advanced Inventory features.  If you email support@methodintegration.com, we can provide you the link and instructions on setting up the beta sync engine. As for Advanced Pricing, I haven't heard anything regarding this yet.  I'll have ...

When I go into a particular subaccount and try to change/add any information like a phone number or email address, I get the "Customer/Vendor/Other Name is alerady in use" message. But ONLY for this particular subaccount. No other subaccounts for this parent (or for any other parents) exhibit this behaviour. Please explain how ...

Hello. I am trying to import contacts that are leads. They are individuals and not companies. 1) How do I import and then view a list of contacts with Tags? When I import using the Contacts table I cannot find the list anywhere. When I try to import using Customer Leads then I can't import TagList. How should I best do this? 2) How do I do a ...

Can you confirm if it is possible to send any report, based on any table from any screen? Or does the report have to based on the same table that the screen is using for the report to generate successfully? I am trying to generate an estimate report from within a screen based on the activity table. The email is sendng but no report ...

[quote user="Method_Ashur"] Hi Ben, Your setup is not outside of the norm. One thing you need to keep in mind is that Method requests your data from QuickBooks (via the QB SDK) during a sync, so the larger the QB file, the more data it needs to handle. This may be part of the reason you're seeing a decrease in speed. Keep ...

Hi there! We've got a customer form which on submission, creates a new Lead and associated Opportunity. For the most part, this works without issue. Every now and then, with no explanation, the Lead will create, but the Opportunity fails to. I added a hook to email me the raw API call after submission, and waited for the next failure, then ...

I tried to search for this one, thinking someone would have asked, but I couldn't find it. So forgive me if I missed it. Previously I asked about sending an email based on an action such as checking a box. That's a built-in Advanced function. Can I do the same with a task? I can't seem to find that option. So the process would go as ...

For the New Lead screen, we need to have a few checkboxes or equivalent. One is a true/false type: "Xcel customer yes/no?". This one is important as it is a field that needs populating when I import the csv file. Using my test file with one entry, I can't seem to match this field to the checkbox I have created on the new New Lead ...

I have an active case that I opened.  There are two existing entries in it with a note to email the contact on saving.  There is one case dialogue that was entered but belongs to a different case.  How do I delete a specific date/time existing dialogue entry so the customer isn't emailed this part of the dialogue?  thanks,

Dave, This is happening on my own account. It is not multi-tenant, it has been synced multiple times and I am using QB 2012. I think the problem may be the table itself in the account. If I edit the InvoiceLine table in method and then click the finished editing fields button, I get the error message An error has occurred. An email has ...