Method Community

Hi Cara, Sorry for the late reply.  The CustomerType field should be available to add directly into the grid.  If you click Edit on the grid object, you can select the CustomerType from the field dropdown and click the Insert button to add that field to the grid.  Also remember that you'll have to replace the current stock ...

Hi Nick, The ellipsis brings up the Search for Customer screen, which allows you to search for a specific customer.  I don't see where it says that you can create a new contact from that screen.  This can be done however through customization.  You could put a link in the customer grid on that search screen.  That link ...

Hi Colleen, When you import back into the Listbuilder you'll need to include another field named AssignedTo field.  This field holds the value of the Method user the list is for.  This prevents another user from seeing your list and vice versa if you are both using the Listbuilder at the same time.  If you add this field, ...

Hi Keith, I don't think you can specify the item type in QBO.  You can select the type of account, but not the type of item/service.  If you click on Details next to the "On Invoice" checkbox, this will bring up the job costing screen.  From here you can enter your estimated hours and your cost info. Hope this ...

Nick, Could you enable the MethodSupport user by going to Customize > Users and making sure the checkbox next to the MethodSupport user is checked.  Then email me your Method account name and the user that is having the issue and I can take a look. Hopefully I can find what's going on. Thanks, Adam

Any conflicts under the Quickbooks tab > Resolve conflicts in Method? - Adam

Nick, After some more testing, I was still able to delete the email from Method, even when it was required in QBO.  I was able to do this both from the Edit Contact screen and the Edit Customer screen.  Can you not do this?  Again, any errors when you sync? - Adam

That's good to hear Johnny. - Adam

Nick, I lied.  I was able to re-create this by deleting it from the contact record specifically.  It seems that somehow we're making this a required field when saving the contact. I'll put in a ticket to the team to get to the bottom of this. - Adam

Hi Nick, Have haven't been able to re-create this.  I've deleted a number of emails in my test account, both within Method and QBO without issue.  Do you have any conflicts or errors when you sync?  Does this happen with all of the contacts or just this one? - Adam