Method Community

I am unable to add contact or event from gmail.  when i click the "add contact" button i get the following error: "There was an unhandled error processing a request.  Please try again.  last action=loadaddcontact" is anyone else able to get the gmail connector to work?  is there a fix? thanks,

I would like to add a field called "industry" that is a drop down field to the entity table.  the goal is to be able to sort leads and customers by their industry designation. i am having trouble adding the field so that i can access in the leads and customer screens.  i also seem to be creating more tables that i think are ...

I do I sum a column in Report Designer?

This had been the first timeI experienced it and it's been working finesince I re-added the fields

Hi Mahlon Greg asked me to test this and get back to you about my results. I have added the notes field and so far haven't been able to replicate the inability to save/update the notes. Was this the first time you experienced this happening and has it happened since you changed removed and readded the notes field? Jeff

Hi DAllen100 I just need to check a few things before coming back with an answer. The extra information might determine how we approach this.  - How would the customer be logging in to the portal? - Would all contacts for a customer be able to create a sales order or just the main contact?  - Do you want to restrict the ...

Hi Chris, Thanks--definitely on the right track, but see below, from my original message: I tried deleting the ReceivePaymentApplyToTxn records associated with the record then re-syncing with the desktop, but it just won't sync (no error either).

I called and left a message for you.

Hi furrywombat.  QBD Sync doesn't support specifically what you are asking, but you could try doing:  sync the payment (this will be an add) Wait Clear the records in ReceivePaymentAppliedToTxn. Sync the payment again (this time as a mod) Your mileage may vary but please let me know if it does work for you. ...

Hey Greg, Well, for now I'm going to just add an email notification or to-do table to apply the credit memo manually in QuickBooks, which is the only action that appears can NOT be automated with Method. I don't need professional services--in fact, could run circles around them with the hours I've got in working with Method over ...