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Hi Team,
Can you enter inventory items directly into Method, or do they have to be uploaded into the table? Our client does not want anyone to have access to their QB file, so entering items through QB is not possible.
If they can be entered directly (without going through purchase orders) can someone tell me ...
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Michael,
I just wanted to let you know that we had fixed the issue and from now on it will not matter if you previously added opportunities to Method or if you haven't - Method Web Forms will still work.
Thank you
Victor
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I figured it out. My header in Excel is Entity, and the column is populated with the Customer Name.
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Thanks Selwyn.
Update: We've been able to reproduce the error, and have resolved the issue. The "Go to..." link should now work properly.
Regards,
Denis
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l.fischer -
Are you setting a value for the Entity field in the Contact table? As long as you do this, it should show up for that customer.
Are you using the API for this, or the Import/Export tool?
I just tried it with Import / Export and was able to import from the clipboard a contact for Natalie Chapman (not sure how the copy and paste ...
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Paul,
I am trying to add multiple contacts to a single customer. Can you please be more specific on how to link the new contacts to existing customers? I successfully imported a contact, but it is not linked to the customer.
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Denis - this is on the "Call Center Dashboard" screen under the My Activities section.
Selwyn.
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Hi Brandon and Selwyn,
We tried replicating the "go to" issue you mention, however after trying it on several machines can observe no errors. Could you kindly point us to the direction of the error that you are encountering. Based on the above, we assume you are talking about the Customer Center -> Customer List -> Existing ...
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You were correct. I have not added any opportunities as of yet.
I added an opportunity and it worked correctly as you suggested. Thanks!
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Hi Brandon,
Also, just to address your first question, the way Method handles "customer name" and "company name" is identical to the way it is handled in Quickbooks.
A customer name can essentially be anything you like, either an actual name (First name, Last name) or a company name, either is acceptable. If you try to enter ...
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