Method Community

Mortaza, Thanks for your advice. I tried a few things, with no success yet. I'll try to summarize: 1) I hoped to add this option to the "Fill List with Contacts" button (on the default List Builder screen), but it links to a custom HTML page which I cannot edit. So I created a new button on that screen to fill the list with ...

That worked, but it turned out I wanted to filter out two different IncomeAccounts and also filter out any empty fields, so I created a grid and set up different filters becaue I couldn't see a way to filter out two negatives. Another question -- If I group the data in my pivot grid by month based on the transaction date, only the month shows ...

Hi Gregory, As far as I understand in QB it is a required field for the table, you cannot modify that. Thus why when syncing over Customers from QB to Method it requires that the Name field is not null.  You can send the screenshots over to my email (in my signature). -- Mortaza

I dropped you an email...easier to paste the images :)

Hey, [quote]QBO customer data is not always populated in both customer and contact fields with 1st and last name so the contact record is incomplete[/quote] Can you give me an example for this one? I can give it a test on my QBO account. [quote]View/Edit from Google Gadget starts NEW customer form and does not view the existing one as the ...

Mortaza, I tried to reproduce this myself in our test QB instance, but it does not allow me to save a customer record without "Name".  Is this a constraint that can be turned off in QB? As for screen shots, I cannot figure out how to attach a jpg file to a post in this Forums app.  Can you either tell me how to do it or give ...

I just noticed the View Contact screen has extra comma's in the address. Also shows comma's when address doesn't exist.

Hey Gregory, Can you please post a screenshot of an example customer who only has their Name added to the Bill-to address? I can try replicating the process and verify if it syncs over or I receive a conflict. From what I understand the integration between your webstore and QB: it creates a new customer and inputs the 'FirstName ...

Hey Don, You would have to put the Grids in its own seperate Section. Then using a 'Show/Hide Section' action you will need to hide the section which can be put between your Conditional Statement. Now the Condition Statement, I'm not too sure how your Grids are being populated. - can you give me an example of when it is ...

Hey, On the Generate Report action filter the IncomeAccount you do not want displayed. Give that a try and let me know if it works for you. -- Mortaza