Method Community

Hi mholden, Leads are actually stored in the Customer table, which in turn is just a view of the Entity table. The entity table stores all customers, leads, employees and vendors. The only difference between a lead and a customer is that a lead has a value of Yes in the IsLeadStatusOnly field. When you convert a lead to a customer, Method ...

resolved. one thing to note, when i hit "next" nothing happened.  it would have been nice if it had told me that my field name was not valid (no spaces allowed) before i got to that point. thanks,

Lance, There may be more, but the main calculation that takes place is updating the amount field with Qty X Cost(Rate) + Markup. I believe this takes place to prevent a situation where cost X qty doesn't equal the total. What are you trying to accomplish that is causing problems? If you want to be able to override the amount you can ...

Hello Mholden, Is the issue resolved? Are you still faciing this issue? Which version of Method you are using? Please let me know. -Inder

Mahlon, I was able to replicate this now. A ticket is in. I'll let you know when its resolved. - Adam

Hi Grif, Recurring activities will be coming to Method:New, they just haven't been implemented yet. I don't have an ETA but keep an eye on the Releases and Updates post. - Adam

I have added a custom field to both my leads and customer tables/screens.  How do I ensure that a new lead, when converted will push the custom field over to the new customer entity? thanks,

thanks!

Hi mholden, By default, the Vendors tab is located in the QuickBooks tab group. You can find the QuickBooks tab group by hovering your cursor over the current tab group (this is to the left of your username in the top right hand corner of the screen) and selecting QuickBooks from the dropdown menu. If you would like to be able to access the ...

Hi Ty, I see what you mean now. I'll bring this up to the team. - Adam