Method Community

There is a way....but it isn't as clean as you'd like. 1. Use the Create Short URL action to create a http://miurl.cc link for their portal.  You can either do this using Method actions (and store this URL with your own credentials in your current web site database), or dynamically using the Method API (you need to call our web ...

Don't you just love the tech finger pointing game! Trust me, we don't want you in the middle - but for security purposes, Intuit is going to require that they work with you directly on your account settings.  This is the first time we've seen this too, so we're short on answers and short on control. Has this ever worked ...

mrjonboy - I checked with the developers.  In looking at the logs, there was an error on your webform at 11:13 PM, Eastern time, yesterday.  Did the same thing happen at that time?  I'll create a ticket for them to figure out what went wrong, and hopefully it is the cause for your form to not save properly.   (you're ...

Does the customer have a "Lead Status"?  If so, it won't go to QuickBooks. Does the Sales Order have a "Is Waiting for Sync Approval" status?  If so, uncheck this and save. Paul

hycari - The "Transaction" table is a special "combined" table in Method that merges together some of the key fields of all the transactions tables (like invoices, payments, sales receipts, etc.).  Unlike other tables, the Transaction table does not support showing new or custom fields, so you wouldn't be able to show ...

@James - thanks for the kind words. Just wanted to point out one thing.  The future of all documentation is going to be the Method CRM Help Center, which is gradually filling up with content.  You can see all actions and objects on there, which will be the most up-to-date ...

Wylie - I hear you. Nothing is ever as easy as it seems, though, in the world of coding!   If you get me the docs, I'll have a quick read and give you a yeah, or nah. :) Paul

Issue #1 - The browser should have nothing to do with the sync - providing the sync *starts* everything after that is browser-independant.  Issue #2 - I'm assuming you have QuickBooks Online (rather than desktop) since you have a sync icon, correct?  If so, the sync icon does only initiate a changes-only sync.  But that's ...

Shane - when you are ready to import your leads, here are two things to keep in mind: 1. Make sure you run a test first with just a few leads to make sure you like the results. 2. Don't import leads into the Contacts table. Import them into the Customers table, but add the field 'IsLeadStatusOnly' to your import, with the value of ...

"Do I assign a number to all of my contacts and use that as a record ID?" -Nope.  Record ID is automatically generated by Method, and cannot be edited or input.  Putting a random number in there will cause the customer that actually has that RecordID to get overwritten with someone else's address - (yeah...be ...