Method Community

Thank you for getting back to me, Ben! Yes, these are custom fields. 

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 ...