Method Community

Method Team, Is there a field size limit for the Notes field?  If so, can you tell me what it is? Thanks, VLocke

Adam, This worked - I had everything but the EntityRecordID part. Thanks.

Sorry for the confusion.  I am in the Customer Edit Screen. I have added field names that are in the customer screen into the contact screen like the salutation, middle initial, & suffix fields.  These fields are not linked together between the customer screens side and the contact screen side - like the first name, last name, ...

I am looking to make changes between the Customer Edit screen and the Contacts screen - as the change are made in one screen they flow to the opposite screen.  The information is coming from two different tables.  Some of the fields are linked via QB but I have added fields that are in QB but are not linked by the QB interface. ...

Method Team, Can we limit the Customer/Contact grid to Customers only? If so, please tell me the direction I need to go to do that.  I have not been able to find it. Thanks, VLocke

Radwan, Another question.  Everything indicated that I needed to delete this extra customer.  So I did and I did full sync but not you can see the total balance due but the invoices that make up the total balance are not showing up on the customer transaction list like other invoices.  The invoices are still in QBO. ...

Radwan, I just used another suggestion to export the data and in the export I found the ParentFullName ID which was the ID number that was related to a conflict - so that told me I could delete that ID.  Thanks, VLocke

Greg, Thank you for your input. This did help. VLocke

Radwan, Thank you for your response. Everything seems to be running and syncing properly with this exception. Method is connected to QBO in this case - so there is no Multi-user mode. The customer I am trying to delete does not show any information on the screen when it is giving me the error message. I did look up the Record ID number and ...

Method Team, There is a customer in the Method Customer/Contact List - When you "Go To"  it says the customer does not exist or I do not have permission to view it.  I have full permissions.  It will not allow me to delete it because it think it is not there - no sure how to get this particular Customer off the list. Any ...