Method Community

Hi Matt, We were able to replicate this and a ticket has been created for it. As a workaround for the time being, if you insert the Contact, the Entity will get populated as well. It appears that it is not allowing just the Entity to get populated, like Classic does. Let me know if this works. - Adam

Hi Matt, I was able to replicate this. To my knowledge, it should be returning 0 as you're expecting. I'll create a ticket for development to look into this. - Adam

Hi Ty, I don't see an option to add a new contact from either the View Cusotmer or View Contact screen. There is a link to the New Contact screen from the Contact List, but shouldn't auto populate the customer info since the screen wouldn't know which customer info to autofill. Can you give me some more information on where you are ...

Hi, As Cases app is definitely in the pipline. Unfortunately I don't have an ETA. - Adam

Mahlon, There is a ticket in for this feature. When it gets added to Method:New I'll update this post again. - Adam

Hi Mahlon, I was able to reproduce this. It doesn't appear as though there's a refresh action after an activity edit. At least judging by what I found. I'll create a ticket for the team. - Adam

Mahlon, Sorry for the late reply. I believe this has been fixed since your post. Please let me know if this is still happening. - Adam

I accidentally put two leads in with the same name except one version has services on the end.  I don't want to delete the lead without the services because there are notes and activities associated with both.  If I delete one of them all my activities and notes will be deleted.  What is the easiest way I can do this?  My ...

When I use the Email button on an estimate it sends an email without the estimate.  The email only has a signature.  Also the button doesn't give any oportunity for a message or customization.

Trying to find a way to use recurring transactions. Quickbooks Online....Especially important for unscheduled estimates.