Method Community

I am trying to setup SmartVault with Method CRM. I have established a SmartVault account and performed the Method integration setup. They are talking. When I try to add a document to an existing customer, following the exact steps found on the CRM help section, I recevie the following error: "The Document no longer exists in SmartVault. It ...

Hi wildliferemoval, I'm going to create a support case for this, one of us will reach out over the phone and take a look at this issue with you.  - Justin

StickerBrad, Yes you should still be able to convert a lead to a customer by updating the lead status to false. You need to use MethodAPIUpdateV2 to set IsLeadStatusOnly to false where the RecordID matches the lead you want to convert into a customer. Here’s some sample c# code that does this:         ...

Im not sure how this happened, but I have a customer listed under method but not in quickbooks. when I try to open the customers file in method in the customer contact list I get this error. How do I delete this ghost file from showing up in method. Also, I have noticed with a few  current customers, I can see their file in the ...

Hi Sergio, That is correct. - Justin

How can I create an Action Set that I can reuse on any screen via the "Call Another Action Set"? I am putting Send Email actions on Save Buttons on several screen and I am building the email using an Action Result and Character Functions. I want to be able to put all of that in an Action Set (or something reusable) so I ...

Hi Sergio, May I ask why you don't want to set them up as a user? If paying for an extra license is your concern, just make sure that the User can sign-in (paid license) checkbox is unchecked when creating the user. This will ensure that the cost of your subscription does not increase. Let me know if that works for you. - Justin

another question: I can find invoices for a particular customer account in their transactions list from method.me desktop, but when i search their transactions from the e-mail side, there are no transactions listed in his account. Any idea why? The account does say:  Type Customer (INACTIVE)" when you search his ...

Can this work for the employee screen?  If so, how can I make that stick?  I tried that already, but I cannot make it save properly.

Thanks Justin for awsering back. So what you are saying is that any mobile # you put in crm will not go to QB and that any Mobile# you put in qb does not go to crm either.