Method Community

this is the exact message Recommendation: use the Clear option. There is no field information for this record. This can occur when the conflict is a sync failure alert, or when the record in the table no longer exists.

My customers are syncing to QB online but my Invoices are not. When I do a sync I'm getting a message saying there are Invoice conflicts. They type says Addition and the message when I click on more info says:   Recommendation: use the Clear option. There is no field information for this record. This can occur when the conflict ...

If I divide a customer into 2 sub-customers, could this be a work-around.  The main customer and 1 sub customer would belong to user1, the other sub-customer to user 2.  The contacts within that customer could be assigned to each of the sub-customers.  could this work? You can have sub-customers of sub-customers both in ...

nevermind, figured it out. regarding my 2nd question--is there a way assign a customer to mulitple users?

Thank you.  I created an employee for this sales rep, linked him in step 1 of 10, have set the right filters and checked the right boxes in step 6 of 10, and when I login to his account, he can still see all records.  Please help.

Is there a way to share certain customers between users.?  I want to figure out the problem mentioned above so the user can't view all records.  There are certain records that I'd like to share between users.  My business is such that 1 "account" will have multiple customers (contacts).  Those contacts can be ...

I created a new user in my account (there are two total) and have started assigning customers to him.  However, when I log into his account he can see all records.  When the filter view for My Customers/Leads is selected, the one assigned to him appear.  When the filter for Shared is selected, all records are visible. When I set up ...

What are the differences between the Customer, Customer and Customer Lead, and Customer Lead tables? I'm working on transferring my information to a different account and I need to transfer leads and associated contacts and opportunites and customers and associated contacts and opportunities. I did this 1 yr ago when ...

Done. Now when I type in the amount and hit update, the amount changes to 0.00.  It seems amount programmed to calculate by multiplying quantity X rate? how can change this so i can manually enter amount?

When I upload a doc to smartvault through method (and link it o an opportunity) it will show up in the Method Documents folder.  From there can I move the doc around into different folder in Smart Vault with out messing up it's linkage in Method?  I've tested this with a couple of docs and the links in Method don't ...