Method Community

Hi Nancy, There certainly is. Please see this blog post: Sharing Customer, Activities and More in Method CRM. It gives a basic rundown on how to share records throughout the CRM. For the sales rep, it shouldn't change when you enter a sales receipt unless you tell it to. See below: By clicking Yes in the popup, it reassigns the rep ...

Mike, Give me some time to test out a few things. There should be a way to avoid using a nested loop. - Adam

That doesn't work. Same error. Do I need to loop through the grid and then loop through the customer table? Or just loop through the grid?

Hi Mike, May I suggest a different condition for your subaccount update? Could you not set the condition as (assuming this is the contacts table) "where parentFullName equals value from row FullName"?  Just include FullName field in the grid. You can then use that value to first update the parent, and then update the sub account by ...

I am using Quickbooks Desktop.  I put the credit card number in Method.  It does pull the cardholder name , street address, and zip fields after I select a payment gateway, but not the credit card number and expiration.  

I changed the coding above so that the IsDormant field in the Customer table updates to "FALSE" when the FullName field = Value from row.FullName. This seems to work for the parent entries. The problem I have is the subaccounts. My coding says, make the IsDormant field in the Customer table "FALSE" when the ParentFullName ...

I'm receiving errors doing these actions that apply to a single row in the grid: Loop through checked rows only (1 name) Update the IsDormant field in the Customer table to "FALSE" where FullName = the Customer Name field from the contacts grid on the screen. This in theory takes care of the "parent" ...

Hi David, I am going to look into your post here about storing credit card numbers, please give me some time to do some testing to see what options might be available to you. One question though, are you using a QuickBooks Online or QuickBooks Desktop account, there could be subtle differences between the two, so it would help me for testing to ...

To anyone else following this thread, I was able to discuss this issue with Rob yesterday, and we have been able to get this resolved.  This was a bit of an odd case, I haven't seen this issue before, but I believe it was caused by Rob's WebService provider.  Just to recap, according to the error message Rob provided in his ...

Adam, Thank you so much for the help. I am editing a copy of the "ContactsPortalQBO_NewCase" screen which I have named "ContactsPortalQBO_(Accept/DeclineEstimate)." I do currently have an "Update Field In Table" action associated with the "Submit" Button.  However, I'm pretty sure I do not have ...