Method Community

Hi Method,

I'm looking a way to add more EntityType, right now the only available EntityType by default is Customer Lead and Customer. May I know how to add more EntityType?

I want to have new Type called Customer Lead Trial which they are still lead but already get free trial from our service.

Please advice.

Hi Jonathan,

Actually, EntityType has the following values: Customer, Customer Lead, Vendor, Employee & Other Name. With the exception of Customer Lead, this field is used by both QuickBooks and Method to distinguish between entity types, Customer Lead being Method only. It is used to organize and control what is available to each. I don’t believe it is possible to enter custom values into this field and even if it is, I advise against it.

Why not use a custom field to control this instead? Would a Yes/No field “IsTrial” not serve the same purpose?

-Audisho

Hi Audisho,

I thought so, EntityType serve a more complex output which is better to let it be and don't mess with them 

I'm gonna try using Yes/No field for this Trial. 

Thank you for your advise!