Method Community

Hi Mortaza, Thanks. But our case is, we don't want to see any transaction on Method before a specfic day (like Jul/31/2015), but still want Method integration engine to keep synchronizing transactions within 365 day. For example, today is Aug/05/2015, and I set Transaction history to maintain for this past "365" days. I think ...

Hey, The screenshots are not loading up, do you mind reposting with the screenshots? I use imgur.com to host the image and then copy the Direct URL it gives after the upload is complete. Then click on  and insert using the URL. - Mortaza

Hi Mahlon, I was asked by our development team to replicate this issue for them today. I tried, but am no longer able to do so. The Entity field is now available to add as a column to a copy of the Contact List screen. Give this a try and let me know if it’s still an issue. Thanks, Audisho

Hey Mahlon, Still with the development team as they are actively working on the fix. I have not received an update yet - as soon as I do I'll update our thread. Sorry for the inconvenience. - Mortaza

Hey Aaron, Use the Import/Export tool. HERE is a help center article on the topic. - Mortaza

My apologies for the late reply boblutz.  We will need to dig into error logs to identify what is happening.  Can you please reproduce this problem on your side and let me know what day you make the call (If it is not today)?  I'll have the dev team dig into the logs for additional infromation.

Hey Alex, By default it is set to 31 days. This can be altered under QuickBooks > Synchronize > Transaction history in which you have the option to change it to: I hope this answers your needs, if not post back and we can take another look. - Mortaza

Hi Jonathan, The issue with mass updating them back into Leads, if a Sync has completed since - they have already been sync'd over to your QuickBooks file. Follow THIS help center article on how to delete multiple records from a Grid, to make sure we remove them from both Method and QuickBooks as customers. Using ...

Rgatton, An update was made to the API last week which might be the cause to this.  Can you please provide me with a code snippet and recordID you are using so that we can replicate this on your account?  I will have the dev team investigate further.

Hey Jonathan, From what it looks like (correct me if I'm wrong) You have both a Customer and Customer Lead '@PT ASTRA OTOPARTS TBK' if I go into the Customer 'Yoofi' I see the activity listed: Is this the issue, the activity was saved on the Lead rather than the Customer? Another way to easier find which Customer ...