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Yes we will be using Quickbooks for the accounting portion.  As far as the relationship between the Sales Reps and the Subs go, I will try an give you enough detail for a foundation. We will have several Sales Reps and each rep will have several Accounts (Acct). Our Acct will provide us leads.  Those leads will be assigned to a Sub. ...

[quote user="walterh"]Why can't I just enter a new contact without identifying a existing customer?[/quote] You can actually, when you press the Add to Method button, just below the Search for box there's a button for New Contact / Lead / Customer / Vendor ... - clicking this will bring up the new contact entry screen and will ...

Hey Matt, We checked into it further using the reserved word "Day", and have put more validation in.  We have tried using the latest API on it, and everything seems good now, and you properly get back the warning about the reserved word, and it causes no havoc this time.  Do you want to check your database on your end and ...

 I was able to reproduce this error again. Here is what I did: I created a new table I created a new field in that table (however, unbeknownst to me the field name that I tried to use is a reserved word and therefore was not able to be added. I then tried to insert records into the new table (obviously not going to work because the field ...

Thanks for adding this! Just FYI when I do the createField call I get an error that says "Failure. The API could not validate your log in.  Please make sure you have entered the correct Company Account, User and Password, and that each are spelt correctly.  Also, ensure that this User has been configured for Method API access by ...

Hey Phillip, As long as you have a field on the table for the information your importing, then I don’t see any problems that you would have. Also make sure those fields exist on the Excel API. As long as you have all that in order, you should be fine.  

 Hi SavageJim, You need to create an association between the tables before you can use the 'Add a Linked Field' option. So for instance, you have Table A and Table B, you then have to figure out something unique that links the two tables. For example, you can add a dropdown field to Table A, 'Full Name' that contains ...

Hi Nebo, Sorry for the late reply.  I believe there might be something coded in the Contacts table to prevent adding a unique field.  The reason I say this is while this isn't a directly connected QuickBooks table, it will update and add the main contact for any new customer created in QuickBooks.  Since QuickBooks wouldn't ...

Yes we do have Method CRM Pro. I did what you said went to Customize > Tables/Fields > Activity. Select "Add a Linked Field", but there is no Link to CustomerEquipment in the drop down box. Also went to field service Customize > Tables/Fields > Activity. Select "Add a Linked Field", but there is no Link to ...

Hi Shaun, Method CRM Help Center has covered these exact questions and more.   You can see the article using the following link. http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=189 Scroll to the bottom where it says "Special case: Customers, Vendors and Leads".