Method Community

Is there a reason why the label for the Contact Type field appears on the Add/Edit Contacts screen but the text box does not? 

Thanks,

Mike

Hi Mike,

Only the first two Contacts for a Customer will sync with QuickBooks Desktop. These are designated by the Contact Type field in Method, with Contact indicating main contact for a customer and AltContact indicating the alternate contact.

The reason the field is shown as read-only on the Add / Edit Contacts screen is because it's not something that should be changed. Because QuickBooks handles the relationship between Customers and Contacts a bit differently from Method, changing this would result in synchronization conflits. If you have to change the Main or Alt contact for a customer, it's recommended that you manually swap the data between the two Contacts (or create a screen which automates this process).

Hope this helps.

- Justin

Definitely, and makes a lot of sense the way you explain it.  Thanks for letting me know!

Mike