Method Community

Just to clarify, LeadRating IS there, but it doesn't have a dropdown, and when I edit the field and save all sections, the record doesn't update.

No, it's based off of the LeadsList table.  I've created an additional section for editing a lead on-screen.

Hi Blake, Are both the Method Integration Engine and Method Integration Listener certificates installed in QuickBooks, and do they have the requisite permissions? What you're describing is a common symptom of not having the Listener certificate installed / permissioned correctly. - Justin

Hi Craig, Assuming your screen is based off of the Customer table, LeadRating should be selectable under "Add Fields" in the screen designer, unless it has already been placed on screen. Is your custom screen based off the Customer table? - Justin

Hi Alex, I would recommend not touching this, it may cause issues. - Justin

Some times a get leads coming in and work that we refert to an outside  subcontructor for then to do the jobs. went the lead comes in i still log in in the CRM for marketing. How can i Email that lead or My customer info to our subscontractor with out having to set them up as user. I was thinking to do it as a work order, but they have to be ...

I understand that you can only have two contact in quick books sycn with method. THe problem that i have is that went I put a mobile number under the primary contact or the alt contact in CRM it does not sync to quick books and quick books to crm. the email fron the alt contact does not sync to quick books either. Every thing elses like invoice ...

Hi EED, In QuickBooks and Method, Customers and Jobs are considered "Entities". To create a Job of a Customer is to create a sub-Entity of a Customer (or essentially, sub-Customer), so the name of a job is stored in the same Name field that a Customer's name is. Every Entity/Customer in QuickBooks has a Primary Contact ...

Thank you, we have Jason on the case! I appreciate the help. 

Hi pdx971, Customers and Leads are essentially the same thing, except that Leads do not sync with QuickBooks. Customers and Leads are both stored in the same table, the Customer table. There is a Yes/No field within the Customer table called IsLeadStatusOnly. This is the field that determines whether the record is a Customer or a ...