Method Community

Hi Chris I have just use API (methord MethodAPIUpdateV2) to convert Lead to Customer but it's response "does not support edit." [MethodAPIUpdateV2Result] => <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "The field IsLeadStatusOnly does not support edit." ...

It looks like the value of the shared results stays stored in the shared result. I did like you said, assing value to a shared result in the bill screen before tha action to open the pop up screen. Then, in the pop up screen get shared result and I entered to a field on screen to see if always has a value or sometimes is ...

I'm trying to make a Work Order automatically calculate foreign currency amounts directly in item grid. Item Cost comes in home currency even though selected customer is in foreign currency. I believe I need to configure some kind of action within grid to have the automatic calculation using actual QB exchange rate.

i wondered about the QB limitation after reading some other posts. so i guess if i win them as a client i'll just have to send them the shortened name on their invoice. thanks!

Hi mholden, Due to limitations on the QuickBooks side, it is not possible to change the properties of any core accounting fields in Method. In this specific example, QuickBooks allows 41 characters for the CompanyName field in its Entity table. We adhere to this limitation so to avoid any synchronization conflicts ...

is it possible to make Company name a longer field? Since companies make their own names I'd rather not have to abreviate or shorten them just to fit into my records.  If they want to be called "The Massively Long Named Company of the American Southwestern United States"" i'd prefer not to send them a mailer calling ...

Lisa, You should be able to find the Vendor List in QuickBooks by clicking "Vendors" from the Home screen: In Method, you can find the Vendor List in the QuickBooks tab group. You can access it by hovering over where it says "CRM" in the top-right corner of Method and ...

Lisa, It is not possible to modify stock Method screens, so you'll first have to copy the screen before you can customize it. It should then take you to the screen designer where you can add the Currency field. Let me know how it goes. - Justin

I don't see either of those for Method CRM Pro for QB Desktop. When I go to CRM_VendorList Screen in Customization features as you suggested, the copy wizard pops up...how can I get to the add fields in the Vendor List screen?

Hi Lisa, You can add the Currency dropdown field to the CRM_VendorList screen. The above screenshot is from a Method for QBO account, but I've tested using a Method for QBD account as well. This will change the Currency of the Vendor in QuickBooks as per below: Hope this helps. - Justin