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Hello, Sorry, to clarify, make sure that it's a custom TEXT field within the table itself.

Hello! Yes, each field will be a custom field within the table itself. And yes, the CSV file looks to be the correct format as well.

Hello thepostingboard, Ah, is it only being used for display purposes? Would you not want to alter the different options you have under each category? Is it possible that organizations may change their services eventually later on? A solution I can see is to create three custom fields, one for each category of your CSV file. Stored in your CSV ...

Hello thepostingboard, I looked at your website, and I saw that you also want to filter on fields and list a number of related categories at the bottom. You may be able to do this with tags or selections lists, but the main concern is the work flow with the other parts of your CRM. I probably need a bit more insight into how it would be fully ...

Hello thepostingboard, Just so that I understand correctly, it looks like the csv file you have provided has three different categories, and within those categories are multiple options. So a 'contact' would have all three of those categories, and within each, a number of different options can be selected. Is this correct? Before you ...

Hello ubiquitas, Sorry, but only one QuickBooks company file can be associated with one Method account. A new QuickBooks company file would need to have a new Method account. However, if you have a Multi-Tenancy account, you can sync a different QuickBooks company file to each tenant account. This option is useful for ...