Method Community

Hi Mike, The recommended structure for creating and keeping track of Help Desk tickets would be to utilize the Cases and Activities tabs, however customers many a time customize screens/processes to their liking. The Solutions would also be very helpful, you can post internal documents as well as published documents for users to view through the ...

Yes if you delete that lead, the activities associated with it would be orphaned. If you would like to keep the activities and other records what you can do is rename that lead, e.g. Mike B2, and convert it to a customer, then merge the two customers in QuickBooks and perform a Full Sync. *Note: When you merge customers in QB, the Method ...

Hey John, Try inserting that value into a show message action to see how the value is being stored/retrieved. If nothing shows up then export the associated table, i.e. Customer, and check to see if the data is actually there or not. - Ashur

Hey Mike, First confirm whether a duplicate exists or not. Do this by exporting the Entity table. Open the file in Excel and then show all duplicate records in the FullName field. If a duplicate exists, you've found the cause of the problem and need to address it appropriately. If a duplicate doesn't exist then, we'll ...

Let me add to my last point, this is a stock screen setting. You can customize the screen to show the Purchase Description if the Sales Description is blank. However if you were to add an item with Sales and Purchase information then the Sales information would show by default, or the Purchase Description, depending on whether you changed the ...

Apologies John, just realised I was using the Sales Information section when adding the new item. You were correct when you stated that the description does not display for products/services that you purchase. This is not an issue, rather a platform limitation. - Ashur

It may be due to your version of QBO, I'm testing this on a QuickBooks Online Essentials account. Are you using the stock Word Orders screen? If so, email me your contact information and let me know when I can get in touch with you for a screen sharing session. - Ashur

Forgot to mention the filter for the Contact list. When customizing the CRM_NewActivity screen you can edit the Contact dropdown field, go to Step 5 of 6, then add a filter using the EntityType field. The filter will need to be typed in manually so select Build selection list option, type in Customer, hit 'Enter' on your keyboard, then ...

Check out the Method API section on our website, specifically you would want the MethodAPI 2.0 Documentation. You should also watch our Customization Webinars which you would need to view on a Windows operating system, you'll also need to download the GoToMeeting codec. When you're customizing your screen you can add an object, ...

What Income Account did you select when the description didn't show up? I'm still unable to replicate it and I've selected several different non-inventory types. - Ashur