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Hi, I had an e-commerce portal customized a while back.  We were using a third party warehouse at the time, and we have a field in Quickbooks that I asked to be auto generated to the EDI code for that warehouse.  It would be the default code when someone places an order that syncs to Quickbooks.  I need to change that code.  ...

Is there a way that when a customer registers their product on our website, it can be be linked to essentially create a new customer profile in method and quickbooks?  Currently, when a customer registers it sends me an email and I just load the info manually. Thanks.

Thank you, that was a great help.

Thanks for your reply, Jeff. We're going to start off by just sending the link to the portal to all our existing clients that we have quickbooks accounts set up.  We may eventually add a link to the website in the future.  We want them to be able to create an account linked to their quickbooks account. What I would like is, ...

I'm trying to create an order page on the Contacts Portal where our customers can place an order and it will link to Quickbooks.  I'm using the QuickBooks_SalesOrder template, but when I do that and log in with my test account, under the Customer:Job dropdown, it shows all the customers in my quickbooks.  I want it to just ...

I am a new Method CRM user and new to these forums and I have some questions.  I have been reviewing a how-to that Justin set up on custom pricing and before I pull the trigger on it I want to make sure I understand it. Does the customization outlined in the how-to article affect all customers or just the ones that have custom pricing?  ...