Method Community

QBO did something strange where it marked a customer as inactive and then created a separate entity for it in CRM. So I have 2 contacts, Lil Pop Shop and Lil Pop Shop (deleted), in my cotacts list with the one that is followed by deleted marked as inactive. The issue I am having is that all of my activities and invoices are under the custmer ...

I am trying to resolve conflicts in CRM with quickbooks online but they haven't happened yet???? Currently, I am looking at conflicts under the conflicts tab of CRM and it says that the conflicts occurred at 4:15 PM on November 23rd... It is currently 10:50 AM on November 23rd. Is this something I should be concerned about? I ask because I am ...

Hi There, This could be due to your browser blocking Popups. What browser are you using? Would you be able to try using a different browser for me? If this doesnt solve your issue, let me know and Ill have a support rep reach out. Thanks! Regards, Ben

Hi Matt, The "Name" portion of any Customer/Lead/Vendor must be unique, There is good reason for this however. All of these entities are ultimately syncing to a 'Master' table named Entity. The Entity table defines who is a Vendor or a Lead/Customer by specific flags unique to a that type of Entity. ...

Hi John, What values are you using for "4. Put in update table action within the loop" This is where Im assuming something is amiss here. Specifically, how are you Locating the records for the 3. Criteria: Which record(s) in the Table will be updated? part of the Update Filed in Table action? Thanks John. Regards, Ben

Greetings, 1. Here is the issue. I want to update certain checkmarked items in a grid but its changing everthing in the grid.  2. I put a check mark on the grid  for items that I want to up date.   3. Create a button with a start loop action with check mark only. 4. Put in update table action within the loop 5. ...

I was trying to add a new lead but I was not able to because it was a duplicate.  This lead is also a current vendor.  Is there any way to get past this without renaming one "vendor" or one "lead"  they are the same entity. thanks, -matthew

Hello, I have my CRM running fine in windows desktop PC, however; my laptop is Mac. When I click to print an estimate the pop up peview does not come out on the Mac. How can I fix this? thanks in advance.

Hello,  I need Method CRM to communicate with MailUp, which is an online email marketing platform. I need to be able to have my leads and customers along be emailed from CRM to Mailup and then get MailUp to be in sync for unsuscribed emails. I have the "sender name" of the email be the name of my sales associates that own the leads ...

I have a screen with a number of grids - each grid contains a link which when clicked, triggers an action set. Everything was working last night but now when I click the links, nothing happens. I brought up the JS console and it appears that a function tied to the action of clicking a link within my grids causes a JS error - ...