Method Community

Hi There, Happy to help out! Which fields specifically were you referring to? Were these custom fields you have added to your screen? I just tried making some test campaigns in my own account and everything appeared to be working as intended for me. -Ben

Hi there,  When creating a New Campaign and saving it... I noticed when I look the Campaign up again in the Campaign list, certain fields are not populating. Any ideas on why? I've double checked to see if the actual field has been added to the Campaigns table and it appears it has, but both pages don't seem to be talking/linking to ...

That fixed it! thanks again

Hi Jack, You'll need to change the 'Quotes field' Dropdown from CustomerID_RecordID to just CustomerID. Other than that, everything looks good :) Thanks Jack. -Ben

One more question:  How do I pre-populate the contact dropdown on my quotes page when a user clicks the new button for quotes in the app ribbon on the contacts screen?

I can access the new version but I am unable to access the classic version at this time.

That was what I was missing! Thanks Ben!

Thanks for support. I understand now.

Hi milos, It looks like you're using Method for QuickBooks Online. In this case, I don't believe that the JobType table is currently in-use. If you're planning on building a custom workflow, I'd recommend that you instead create your own custom table for this. It's always a possibility that Intuit will implement this table in ...

First of all, this screen has been created years ago without any recent modificaiton. Just start acting up. Change the Sales Price, click save and close. Go back into the edit saw the change is there. Move onto the next item then saw the Sales Price has been changed to the same amount. Try a different item and saw the same thing. Regenarate the ...