Method Community

Hi mholden, Because of the way that Contacts/Customers sync with QuickBooks, we cannot switch the (Main) "Contact" designation from one Contact to another. You could create a screen or button to automate the info swapping, however. Hope this helps. - Justin

Hi Beth, Have your client give our support line a call at 1.888.925.6238 x.2 and we'll take a look with her. - Justin

Hi sbonner, We currently have a ticket in with our development team regarding this. What's the behaviour when your changed lines sync over to QuickBooks, are they committed or do they create a conflict under QuickBooks > Resolve Conflicts? I'll keep you updated on that ticket through this forum post. Let me know. - Justin

Hi Mario, What exactly are you trying to show to your grantees (Vendors)? Give me an idea of what you want them to see, and what you want it to look like. What types of transactions do you use for Customers/Donations vs Vendors/Grants? Have you used your free consulting hour? If not, it might be a good idea for you to speak with a member of our ...

Issam, I am familiar with the previous thread you have linked  - though we would like some additional information from you to help narrow down the problem. Are you able to provide me with the details of the SSL certification you are using with the API (e.g. a screenshot is fine)? Also, are you able to provide me with steps to ...

Also, I found this thread on here: https://www.method.me/cs/forums/p/330/1005.aspx I see similarities in both our issues. Do you think it could be the same cause? Thank you, Regards,

Hi Mike, I see that Sales has created a case for this. A member of the team will reach out. - Justin

Hi bergyver, We have a ticket open with our development team for the issue with your list of reports being blank. I'll post back here and keep you updated on that. For your issue logging in to the Report Designer, are you still experiencing it? If so, give us a call at 1.888.925.6238 x.2 and we'll take a look with you. - Justin

Hi Maureen, You could create a custom screen to loop through your Activity table and delete all records where ActivityStatus = 'Cancelled'. You would have to be careful, as an error in the customization could lead to unwanted loss of data. Backing up your Activity table first using the Import / Export Tool would be recommended. Let ...

Jonathan, I tried your suggestion on a couple of computers but I got the same error message.  Regards,