Method Community

I have existing database of thousands of leads, with a number of custom fields, to import.  As most of my leads are individuals (only one contact per lead), I want these custom fields on the Lead page in addition to the contact pages.  They also need to be retained when the lead becomes a customer. Example fields: Skype Address (50 ...

Hi rgatton, I'm gonna suggest (if you haven't already) make a copy of the stock quickbooks_recievepayment screen and get familar with what happens when a payment is recieved and applied to an invoice. (Sadly, we don't have a stock screen that does what you are asking, but happily you can always create one). The process should be ...

did all the above and still get same error. I have just created a grid with an export to excel button for now that does what I need, I also linked the fields in contacts I needed into activity so I could display them, but would still like to understand how to create these reports when using linked tables as I will be utilizing them ...

Hi Rodney,  Which table is your LeadEventDate field in? Is it in your Entity table? A custom table? The Contacts grid in the CRM_LeadList screen is based off the Contacts table so you need to make sure your field is linked to that table. To add a linked field to your Contacts table, go to ...

You can do this in Method by adding a new field to your Customer table, for example, named PrinterInfo. Then make copies of and edit the applicable Customer (and possible Lead) screens in order to add this field to the screens for use: CRM_EditCustomer CRM_NewCustomer CRM_EditLead CRM_NewLead To edit a table go to Customize > ...

 Suggestions to improve ListBuilder: 1.  Since the ListBuilder table is filled in from the Customer table, why is the selection of columns so limited and not include at least the zip code, state, city, etc?  Most campaigns are targeted by region, especially if assigning as an activity to a sales person with an assigned region, ...

Hi Maia, First off, I highly recommend trying to do this on the Quickbooks end of things. The reason I say this is because trying to do this through Method would be incredibly complicated.  Aside from matching the tables (difficult and time consuming in its own right), making sure transactions id's and list id's match up ...

I think I may have found the issue with action 5 and 9. It is trying to reference TransactionsEntity Acrtion 5 Get From: Shared Result name resultTransactionEntity Assign To: Action Result name resultTransactionEntity internal notes:Get the shared result resultTransactionEntity Action 9 Call another actiion set Current action sets Hidden ...

Dottie, After some research, Method cannot access payroll processing data in Quickbooks.  This is not a Method limitation, but an SDK limitation, as Intuit doesn't currently allow any third party app access to this data. Some of the other data located in other tables may be accessible through an SQL override, but this would be ...

Hi Kitty, When using merge fields on particular screens, i.e. the New Activity screen, you would need to use the table which that screen was built off of. For example, if you want to send out an email to a contact from the New Activity screen you would use Activity.ContactName as the merge field since the screen is based off ...