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Hi Mahlon,
I've opened a ticket with development for this, I'll keep you posted.
As far as the Contact and Customer Notes go, these fields already exist and can be customized into your screen(s). The Note field in the Contacts table is for contact notes, and the Notes field in the Entity table is for customer notes ...
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Justin,
Actually I spoke too soon. I am still getting this error in Resolve Conflicts. I have tried to delete, clear, retry, refetch and it comes back everytime. I rebuilt the QB db 2/4. The error is from 1/29 when it first said to rebuild QB. I changed the MIE login to Admin hoping that would fix this. No ...
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Hi Mahlon,
I've opened a ticket for our development team to look into this. I'll keep you posted via this forum thread.
- Justin
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Hi,
Trying to import external Customer Lead data into Method. I have many customer names that are longer than 41 characters (i.e. the max char limit on CompanyName). I tried to modify the CompanyName field on the Customers table and got an error message "This is a core accounting field and cannot be edited.".
What can I ...
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Hi Kerry,
I'm going to create a support case for this issue, one of us will reach out via phone and take a look with you.
- Justin
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Hi! Our septic management company uses the Site address as the customer's name. As people move we get new contacts for that customer(address). Is there a way to change the billing information without changing the previous invoices and estimates?
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Does any one here accepts any other type of payments in the portal other than credit cards, if you do, can you tell me what merchant service do you use.
We are trying to set our portal to give our customers different payments options, and try to make them use other forms of payments
Thanks
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Now that Method New Contacts app is contact centric, how will you handle the Customer or Vendor Type fields?
We use these alot in workflow training.
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I can select an existing lead source from the contact, but where can I Add a New or Edit a lead source?
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I sent you the email, just checking if you got it
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