Method Community

[quote user="MikeB"]This is really frustrating.[/quote] I'm a bit stumped on this one - where are you not seeing the change?  For example, if you're just changing the sales rep on the customer records and you trying to see the changes on an invoice, you won't.  You may need to update another table depending? ~C

[quote user="MikeB"]I hope when the sync actually does happen that the changes will remain.[/quote] There's no reason why they wouldn't.  I flipped my sales reps several times today and they sync'd to QB everytime. Post back up your results. ~C

[quote user="Method_Chad"]I believe you just need to copy a screen that has that report but I'll verify.[/quote] Confirmed - when you copy a screen with a generate report action (with your custom report) then it'll come over in the copy. ~C

[quote user="Rolf"]This also allows the data copy checkboxes to remain in the desired state indefinately, I assume.[/quote] Definitely. When I had that option selected in account 1, after the copy, account 2 also had the option to copy data selected by default - it looks like the table settings are also copied over. [quote ...

[quote user="MikeB"]but then reverted.[/quote] Does it revert after a sync?  What are your conflict settings?  Under QuickBooks > Synchronize do you have this set to QuickBooks wins?  I changed my reps several times today and had no problems with the records reverting.  Do you have any custom actions which ...

[quote user="jpfiester"]I'd like to add the ability for my users to have an "Add New" option in the drop down list[/quote] This is pretty easy but you'll want to make sure you have a screen setup to edit that table.  The quickest way to have this screen pre-built for you is to use the automatically create a new ...

[quote user="MikeB"]Which table do I have to change? There's Customers, Customers and Leads, Entity, etc. I made the changes to the Customers table. Do I need to change all 3? Or just Entity?[/quote] Hi Mike,  I just want to clarify our table structure - Customer, Customer Lead and Customer and Lead are all views on the ...

[quote user="Rolf"]Is the order of copying screens relevant?[/quote] Not to my knowledge. [quote user="Rolf"]What happens if I forget to copy data with a table?[/quote] This can cause problems on your screens so I highly recommend you ensure that all tables with data you need to bring over have the option to copy data ...

Hi Rolf, I'm just doing a little testing before I reply back to you on this.  I'll post my response shortly! ~C

Kyle asked this question via email... [quote] When I convert a lead to a customer it is coming across as inactive in Method and Quickbooks. What do I need to do to prevent this from happening? [/quote] Kyle, I suspect you have the lead already marked as inactive.  When converting an inactive lead to a customer they stay inactive so ...