-
I found another forum linking to this help article
https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Merging-customers-in-QuickBooks-Online&id=202
But I believe that this is the method that we were using before that casued issues (one of the customers on the CRM side was called customer (deleted), and that ...
-
Hello,
Is it possible to loop through an action result that consists an unknown number of comma separated values and do something with each value? For example, if I have a comma delimited list of recordID's of files in the DocumentLibrary table that I want to delete, can this be done without knowing the number of items in the ...
-
All Method services are back online. Thank you for your patience!
-
Access to Method has been resolved. Those accessing Method through the API may continue to experience issues, but we are investigating the issue.
-
We are aware some users are experiencing issues accessing Method. We are investigating the issue and will update you when we can.
Thank you for your patience.
-
Hi Ben,
Is this not available for the classic version?
Do you have screenshots of what the new version will look like?
-
I have recently created a report & I am attempting to generate that report in Method but I am not able to gain access to it. How do I create a link to a newly created report ? Thnaks !!
-
Hi
I have been importing data ahead of go live - I am down to the last table which I need to import - InvoiceLine.
The Invoices are aleady imported correctly but when I import the InvoiceLine it is saying the InvoiceRecordID does not match (I am assuming this is the field to match the Line to the Invoice?). An example is Invoice 1326 (Once ...
-
Hey Victoria,
The update is on the 3-6 month roadmap.
-- Loi
-
With QB desktop we could combine customers in QB and it would combine on the crm side as well. Now if we combine customers in QBO it causes issues with one of the cutsomers in CRM showing up as (deleted) and transactions and notes no longer synch to or from CRM on either account (at least I think that is what is happening, I am not sure as it ...