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Hey Sarah,
Since our sync is bi-directional you can take either route that works better for you.
Using Method you can add extra fields you needed in a Table and import to those new fields. Method has a lot more fields that QBO does not have out of the box.
If you did import via QBO you can always update and re-import using ...
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Hey Conner,
If I understood correctly, you want emails that get sent from Method to show up in the Outlook inbox. There is a workaround to get that to work; you can take a look at this thread HERE.
- Mortaza
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Hey Callum,
That is very odd, another route to customize the page is to head over to: Customize > Screens - and the screen we are going to customize is CRM_EditCustomer. Highlight the screen name, make a copy and when you highlight the copied screen you will now have an option to Edit.
If you follow these steps and still aren't able to ...
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Hey,
This one will be easier to troubleshoot via screen share with one of our Support team members. Please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to take a look with you.
- Mortaza
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Hey Alex,
To copy a template from one account to another:
- File > Save As
- Input the different company account credentials > Connect
- Create New Report
That should save the report into the new account.
- Mortaza
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Hey,
You can make them sub-customers.
To make them sub-customers, go into their profile and on the bottom of Additional Info you will have a checkbox 'This customer is a sub-customer?' check that and it will let you choose a Customer to link to.
If you still needed to add the distributors you can also do ...
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Hey Conner,
You can definitely do that.
Customize the New Activity screen (popup from EditCustomer) and move to step 5 of the Contact dropdown. Add a Filter:
Remember to keep the Activites > New Activity stock and only relink the New Activity from EditCustomer screen to the customized New Activity screen.
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Hey Mike,
That won't be possible because we can't set Events to the Grid. Let's say the User tabs into the next column, there is no way for us to catch if he did that within the Grid.
If you wanted to use fields to capture the Users inputs (Item Name) we can capture the event on a Lose Focus but then we can't ...
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Hey Conner,
The most efficient solution for that would be to utilize the Clear/New option under 'More...'
That will clear the reference point from the prior EditCustomer screen. Just clearing out the dropdown for Contact will not remove the RecordID it's pointing to.
- Mortaza
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Hey Conner,
Are you creating the Activity from the EditCustomer screen?
- Mortaza
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