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Hi Ben, Thanks for help. I have the screen capture of actions: http://imgur.com/a/ERr9Q Those BillLineItem are all saved, and synced to QBs already. I also tried to update "Customer" with a hard-code customer name, the system has no warning/error, however, the field are not modified. By the way, "Customer" is a ...

Hi umimeher, Sorry for the late response. The "Shared Customer Contacts" option is simply a filter view for the contacts grid. This option will show all contacts that you have permission to view. The stock screen does not contain an "All Contacts" filter. My guess is that this is a custom filter view that was not setup ...

Hi Alex, You should be able to update the Customer on the LineItems if they already exist without any extra steps. Would you be able to take a screenshot of your actions? or perhaps describe how the process works for your actions? Are you using the Update Fields in table action before the Item has been added to the Bill? Or is this updating ...

Hi Ben, After some testing here, it would appear there is an issue with syncing Vendor notes for QuickBooks Online accounts. Although the 'Notes' field is contained on the Entity table as you observed, the notes added from QBO do not actually sync here, or anywhere within Method for Vendors at the moment (only Customers) Ive brought this ...

The following updates are now live for users of Method. Features Confirm disconnection for users who disconnect QBO Sync & have Intuit Payments connected (PL-5848) Fixes Drop down search results are not consistent on when searching large datasets (PL-5605) App Ribbon errors when screen has no active record ID (PL-5917) Activity ...

Hi, When create BillLineItem, it is ok to set "Customer" field. However, seems not able to update this "Customer" field by "Update Table field" action later. Is there anything I need to do to make it editable? Alex

hi all i insert a data using MethodAPIInsertV2 http post.. the data table is contacts. its goes in contact but shared contacts.. i want it in my All contacts. and when i click on the record in contacts.  the method app gives error error is please try again if the problem is persists sign out sign in and try again.. i did that ...

Hmm Ok. My screen still works after trying it but I had some very simple actions in there. Ill continue to play around with it and get back with you. -Ben

Hi Mahlon, IVe opened up a ticket with our development team to look into this one. I'm looking into a temporary workaround for the issue, but so far no luck. Ill keep you posted with any updates. Thanks Mahlon. Regards, Ben

Hello, I can use the Vendor field "Note" and it does not communicate with QBO.   The Entity Field "Notes" does communicate with QBO. Can you please help me know how to get the Entity field "Notes" to be accessible on my Vendor page. Thanks! Ben