Method Community

Hi Nikki, If you are only seeing the leads under Listbuilder, it doesn't sound like you've been assigned anything. I would have your administator double check that they are assigned. What they should be looking for is the SalesRep that's attached to the lead. It should look like the screen below (the highlighted intial is the ...

Hi sdmo, Is this still happening for you? I know there's some inconsistency between how QBO handles addresses and how we do. Its something we've identified with Intuit and logged a ticket for. This sounds like something along those lines. If this continues to happen, I'd suggest giving our support line a call and ...

Hi Mike, I've been able to do this in a simplistic way. I added a second attached grid of the InvoiceLine table to the Invoice screen. Since this is buillt to show all lines attached to that invoice, I put a filter in to filter out anything with 'sample' in the description for the first grid and the second grid to filter out anything ...

Hi, Sorry for the late reply. This was probably best posted on the API forums so I moved it there.  Adam

Hi, I tried this as well and it was working as designed. If anyone feels as this isn't working the way they expect, please reach out to support at 1-888-925-6238 x2. This way we can see first hand what's happening. Adam

Hi, I'm looking to find the re-orderpoint min & max fields for an item. I see names that are close, but when I export either the item or item inventory files the data for these fields are blank. Am I looking in the wrong tables or do these fields not cross over? thanks -geoff

With some additional research I can tell you that as a work around,  if the address field starts with a number, it will indeed show up on the Google Calendar.  So for this particular instance I could change "Sablewoods" to "0Sablewoods" to make it work.  However it would be nice if it brought the address ...

I am not sure when this changed, however it used to be that whatever was entered on the second line of the customers default ship to address along with the city, state, zip in QB was the information that would show up in the google calendar event details in the "where" section.   What is currently happening is ...

Hi, I'm experiencing an error in accessing the Contacts table.  I go to Preferences > tables/field > Contacts and all I get is "Error..."  Please see attached screenshot for reference. Also I'm unable to get to my Contacts list in the contacts app.  I get the error message "Please try again. If the ...

often times I need to assign a campaign to multiple employees...take for instance a Home Show/Trade Show.  how can i assign multiple team members to the campaing or should I be doing something different?