Method Community

Hi Andy, This has been fixed for the October version. Please let me know if there are any issues. - Adam

Great to hear Andy!

Hi Andy, They are not exactly linked, more like one in the same.  The Customer table is actually just a view on the larger Entity table.  The Entity table contains all of your Customers, Leads, Vendors, Employees and Other Name records. When you look at the Customer table, you are really just looking at a filtered Entity table. ...

Great. I'll keep you posted. - Adam

Thanks Andy. I'm going to blank out the account name on the forums here.  Can you also make sure the MethodSupport user is active? Thanks, - Adam

Hi Andrew, Can you email me your account name and the report this is happening on so we can investigate?   Thanks, Adam

Hi Vicki, Unfortunately no.  There is no way to change where the field links from QBO to Method. And even with a linked field from the Contacts table to the Customer table, changes have to be made to the Contacts table in order to save. Since the linked field would be on the Edit Customer screen, you will not be able to write to or save the ...

Hi Vicki, Sorry for the late reply.  I wouldn't use a linked field for this, since you won't be able to edit that data from the Edit Customer screen.  I would add a new Website field to the Customer table, then put actions in on the save and load events.  On the save, use an Update Field in Table action to update the ...

Hi Nebo, Sorry for the late reply on this.  In order to load the Contact name, add another field to the table.  This will be a linked field from the Contact table using the Name field from the Contacts table.  Then, go into your Contact dropdown on the screen, edit it, and go to step 4 of 6. See the screen below: Notice that you ...

Charles,  Unfortunately, I don't since I don't have Advanced Inventory on my QuickBooks account at this time, I really can't say for sure.  I'll see if I can find out for you. - Adam