Method Community

Hi Juliet, I am not sure I completely understand what you are requesting, but I will do my best to answer.  I believe you are essentially asking why existing Activites for a Customer don't show up under the Opportunities tab, if the Activities for this Customer were created before the Opportunity.  If this is correct, I believe ...

 Hello Meghan,     I have thought about this question.  I believe you are on the right track.   The customer would be the one who is paying, either the parent or the adult student.  The contacts would be the attendees for the camp.  The issue is if the primary contact is a camp goer or not.  I would ...

I have been trying to figure this out for some time. Initially I create a lead and it might have some activities associated with it but when it is evident this prospect might become a customer I set up an opportunity using the create an opportunity from an existing lead. Method pulls the contact and address information through but not the ...

One last test...

Another test W#4...

This is another test.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Dashboards New (#4832) - Added Leads Dashboard screen. (QBO) New (#4833) - Added Customers dashboard screen. (QBD) Cheers, Michael

Hi! I could use some advice on a process, please. Our company has students who are either adults or children.  When we create a lead, we want it to be the adult who will pay for the service.  But if the adult also has a child who is a student, we need to make sure the child has the necessary information as well. If the student is an ...

Getting the following error messages via email when a lead submits using the Web-To-Lead form. Looks like everyone has the right permissions so not sure what's going on here: Your client had encountered an error with web form Web-To-Lead. This may be due to incorrect setup of the web form. The error encountered was: Failure. The User account ...

I am trying to import about 1,300 leads from a CSV file.  I'm on 'step 3: Validation,' after I clicked import. The progress bar just sits there and does nothing. It says, "your data has passed validation. Click Begin Import to continue". (I already clicked import though)t.  I clicked ...