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Alright, I think I get it, but avoiding merging customers is hard, and it also leads to even more confusion because colleagues don't know which customer to add activities to...merging at the very least takes one out of the game so that we can correc things going forward. Is this something that will be fixed in the new Method?

A full sync was run overnight last night.  There are some conflicts under QB > Resolve Conflicts, but they are not related to this record.  Whereas before I merged the records on QBO, I could see the transactions under the old, merged record, now the older record shows "deleted" and the transactions are gone, and they have ...

I've read something on the Method Help Center about merging customers in QBO (https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&search=merge) but I think this might be a little outdated. When I merge customers, I'm seeing that the activities and transactions don't merge in Method.  Is there a way to do this? ...

Nevermind, I figured it out!! Thanks, all is solved.

I tried this and it wasn't working...I click save (which includes an action to assign this value to the field in that LeadRating table), then go refresh the Leads and Contacts grid, and the LeadRating hasn't been adjusted. So I tried a workaround which actually might make more sense in the long run anyways, but I'm reaching an ...

Ok, tried implementing this but what I'm trying isn't working.  The middle step in "update field in table" action is "what will the new value be?".  When you select "Type in", you have to select either cold, hot, or warm.  I also tried assigning a value to an action result and then using that ...

Ok, that sounds like a reasonable solution.  I'll try it out and let you know if it doesn't work for me.  Thanks!

Sorry, not the LeadsList table.  What I meant to say is that the screen is based off of the LeadsList screen.  I copied that screen, then added a "Select" link on the Contacts grid, and a section which that Select link activates, where you can see more details about the particular lead record you selected, and save any edits ...

Just to clarify, LeadRating IS there, but it doesn't have a dropdown, and when I edit the field and save all sections, the record doesn't update.

No, it's based off of the LeadsList table.  I've created an additional section for editing a lead on-screen.