Method Community

Hey Ted, Instead of going through the trouble of customizing the screen, you can: - Click on Fill list with Contacts In there you have under Tags: "Include contacts" in your case you would choose the Tag 'wormer.' That will take you right into Step 2 which will show you the list of Customers that fit the conditions in the ...

Hey Robert,   The "Method API for excel" was created as a sample file for Developers. The reason you had to download the Microsoft tools is because this is a file developers need to have in order to work with the API. Most developers already have these tools installed on their system. Due to the Method API being a sample file ...

I am having trouble importing a customer list from Xcel.  I had to change the "company name" column because there has to at least be a "name" column.  Fine, I get that.  But then when I went to import it, I was declined because I can't "have an empty value in the "name" field".  It ...

When adding certain customers in Method, it produces an error stating that “The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks.  This Name is already in use.  Please edit the Name so that it is unique and save again.”; however, it does not exist in QuickBooks. The sync with QB produces errors and ...

Data entry in Method is identical across all our collection points (Outlook, Gmail, web forms and our Method CRM screens).  The Entity and Contacts table will have a record of every new lead, customer or vendor.  The Customer table will have an entry for both leads and non leads. [quote user="walterh"]What is the best way to ...

Val, I know we have been going around on this issues, but just a question... Say for instance I have a Chris Jones in Xora, but in Quickbooks it is Christopher Jones, would Methods not import that time? Because he is a user who's time will not import but the Xora user number is correct...? I may need to set up a Consult time.... as we are ...

Forgot to ask, have you tried importing into a stock table and if so do you experience the same behaviour? Have you tried using a different browser? - Ashur

TogsTeam- Deleting these conflicts associated with SalesRep should get rid of the duplicates and allow your sync engine to continue its process.

jnairn - do you mind emailing the first 20 lines of the file to method at methodintegration.com, citing this forum post (#11373)?   Paul

Also to add, once Intuit allows Third-Party access to modify customer notes we will also implement it in Method -Michael