Method Community

There are activities associated with the lead. Would I lose those?

There is one duplicate, but one is a customer and one is a lead. We've had issues converting leads to customers in Method. Do I delete the lead entry?

OK, thanks. I thought that there were "field types" and "data types", where different field types (eg. dropdowns and text boxes) could populate a data table with the same "data type". (eg. text) if one replaced the other. I guess I was mistaken.

"You can choose to populate that text value however you want (enter it in, fill it in using a value from a dropdown, etc.) but it must go back to QB in a text format just like QuickBooks." I believe this is partly what I was saying. I don't want to change the data type. Currently, the province field on the Edit Customer ...

The action associated with updating the report loops through the customer table and sums up subtotals from invoices over various time periods. This is not a case where I'm creating a new customer. Perhaps a newly-created customer is causing the problem, but there's no way for me to know. The action is interrupted quickly and there's no ...

When trying to update a sales rep dashboard that shows sales by customer, I get the error message in yellow:"This customer/vendor/employee/other name is already in use" with no indication on how to fix it. This is very frustrating - please help. I can provide further detail if necessary. The only thing I can say is that my sync ...

I think I'm more confuse now: If I edit the existing Prov text box, the title of the first screen is "Textbox Properties for field EmployeeAddressState" If I create a new dropdown, Step 4 of 6: Dropdown Object Choices allows me to link it to the Customer table. If I added the new dropdown linked to the Customer table and ...

But wait - aren't the screens and fields just "windows" to populating the Customer table? In other words, it's the values in the tables that are synced, regardless how they are populated. If a dropdown is linked to the BillAddressState field in the Customer table, won't it just show the entry for that customer that ...

I'd like the State/Prov. fields in the New/Edit Customers and New/Edit Leads screens to be dropdown boxes limited to Canadian provinces as fields. I realize that the way QuickBooks handles addresses is a bit strange (line-by-line instead of individual fields for province and postal code), but hopefully this should be relatively easy to do ...

Here's what I did: Created a button called "Submit Order". For existing "draft"or new orders, the "Wait For Sync approval" checkbox is checked. It can only be unchecked by using the"Submit Order" button. Anyway, upon clicking, the actions that occur are: Uncheck "Wait for Sync ...