Method Community

I have tried to sidestep this by making it a custom field and increasing the text value to 250, but this is not allowed and produces another error Import - Step 3: Validation Help |  Menu Integration Tools menu >> Import / Export menu >> Prepare ...

Hello, I have a list of about 400 that I will need to import to Method.  All 400 would have received a marketing letter (part of an ongoing campaign).  I'm watching the videos and I think I can figure out how to import the leads.  It doesn't show how I can import an activity.  I have added "Marketing Letter" ...

I successfully imported leads into method. The only table for importing is the customer/leads table. I assumed it would ask me if the file contained customers or leads. If did not and my leads were imported as customers. What did I do wrong. I have customers to import as well as leads that should not be going into QB. One more thing, I was ...

 Hey James, Intuit has stopped updating the SDK they release, they stopped developing for it before QB V10 came out. In QB V10 you see new custom fields being made   Method does not currently use the IPP, hence, we do not support or provide information on what it is capable of doing. If you want to add custom fields in Method, ...

Hey Chen, Just to verify: are you connected to a QuickBooks Desktop or QuickBooks Online account? SalesRep is strictly QuickBooks Desktop. For QuickBooks Online Users it's connected to "AssignedTo'  But I do see how SalesRep is a table available to see under Tables/Fields but not in the Import/Export. Thanks for bringing ...

One more thing. If you only want to update records that already have your tag applied to them, you can export your Contacts table using the Filter with script option. It's available under the Advanced Filter Options of the Import / Export Tool's export function. We have a Help Center article on Filter ...

Hi Michele, First of all, I am sorry for your frustrations and we will do our best to help you get over these issues.  Activity getting related to Opportunity Issue: - You are correct, this is a bug in our system, however we do have a fix for this that is getting pushed out to our live site shortly.  One thing to note about updates in ...

Hi Ben, Thanks a lot for your quick answer. Should I delete first those Vendors with wrong currencies in Quickbooks? Another question: what about new Vendors? How can I select the currency for them when I add them the first time? Thanks a lot, Romina Update: I have exported some Vendor's Records as you indicated. Under the column ...

Sam... thanks for the reply. Yes basically what I need to do is merge a handful of data fields to actual Customer's not Customer Lead's in this case. The Customer Lead's are complete and require no merging of data from the legacy QB Customer Manager system. Based on your responses I think I have a handle on what needs to ...

Hi jdaniello, I just wanted to give you additional information on my previous response. I just wanted to touch base on the way a lead is managed in Method. 1. A lead can be generated from advertisements, employee referrals, external referrals, trade shows, websites, call center lists, and seminars.  2. These can then be entered ...