Method Community

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.

Justin, I spoke with a tech support rep and determined the problem is that somehow the action on my submit button that is supossed to check if there are enough digits for a valid card has been deleted. My question then is; what action needs to be added to the button to check that the right amount of digits has been entered for a valid card ...

Hi Sergio, QuickBooks does not allow us to sync 100% of its fields. While it allows us to sync the name of the AltContact, we don't have access to its phone number or email address. Unfortunately you'll have to add these in Method. Assuming that the Mobile number is in Method, it should show up on a report. Which report are you ...