Method Community

First time poster. We did our first sync with QB and found the following issues: - Method created a number of AltContacts as separate customer entries. The main issue is that our current version of QB does not have AltContacts, and when we try to modify the fields in Method, it goes back to where it was. Some we can delete, but others are ...

Hi Rick, I’m posting your email and screenshots below for context. [quote user="Rick"] Hi Audisho Please see attached the images showing the problems we're having with the shipping address report we've setup. The "correct" display of the address only happens for the first instance of a customer loaded after ...

For customization purposes, can you please explain the Customer/Lead/Entity relationship a little? I would like to add some additional fields to a customer profile that are gathered early in the CRM process, for example 'Property Size'. I want to make sure these fields are to be put in the proper table so that they can be used throughout ...

Not a major bug, but a bug nonetheless. In an action set, I am creating multiple conditional statements. I am putting internal notes into each statement. When I edit a conditional statement in the series, it will sometimes replace its internal note with the internal note of an adjacent conditional statement. I have only seen this happen with ...

It looks like that did the trick.  I had to delete a field in a couple of tables to get everything to regenerate...seems good not though. Thanks for your help.

The following App updates are now live for users of Method.  Contacts App New! Customer (or Entity) Notes are now available on the New Contact, View Contact and Edit Customer (Entity) screens within Method:New. This field syncs with QuickBooks as well. For QuickBooks Desktop users, Sales Rep dropdown is now available on the New ...

Thank you, I also heard this from my client's Method consultant but hadn't yet updated this thread.  Thank you!  We are in classic.

Hi arrowplane, In the classic version of Method, you can locate your account name by hovering over your username in the top right. In the new version of Method, you can locate your account name by selecting the gear icon in the top right. I hope this helps. --Audisho

Hi Garrett, My first suggestion would be to try regenerating the table where these fields exist. You can find instructions for doing so in Solution No. 429 of our Help Center. Let me know how this goes. --Audisho

Hi Rick, If you mark these sales orders as closed, it should remove the quantity from On Sales Order without affecting your On Hand quantity. --Audisho