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Hi Allison,
Contact is a required field, there is no way to do this. Customers need a Main Contact to sync with QuickBooks, so Leads do as well, since they'll eventually (hopefully) be converted to a Customer.
Hope this helps.
- Justin
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Hello,
How do I make it so that the "contact" field under the "New Lead" screen is not a mandatory field to be filled out?
Thank you!
Allison
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Actually this situation happens a lot where you have an invoice with no Line items. Method user starts to enter in a record, then decides doesn't want it. I agree it shouldn't be that wsay but it happens.
Once a Customer is entered then Method "saves" the record to generate a Invoice or SO header record.
I ...
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Hi Mahlon,
I've created a support case for this issue, one of us will reach out and take a look with you.
- Justin
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I only have this problem occaisonally, not constantly, so it has been hard to track down I guess. They opened a case a while back, but have not heard anything from them.
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I'm getting this error message when trying to customize one of my custom screens. This is in my own account and the name of the screen is called custom fields
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Haven't really been able to determine a pattern. I'll let you know as I find out more
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Hi Mahlon,
Do you have any idea as to when, approximately?
- Justin
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Hi Alex,
You should not be able to have a transaction with zero line items, it should create a sync conflict in Method. I've tested this and the changes do not sync over to QuickBooks, however a sync conflict is not generated. I'll open a ticket with development to address this, but in the meantime just keep in mind that this ...
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Probably 10 or 12 times yesterday. And again three or four times today.
Seems like it happens when a screen is trying to refresh
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