Search results by user ID 6736

Re: Merging Customers in QBO

Craig-475 — Tue, 24 Mar 2015 20:10:17 GMT

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?

Re: Merging Customers in QBO

Craig-475 — Tue, 24 Mar 2015 14:51:10 GMT

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 not been moved to the "new" record.

Merging Customers in QBO

Craig-475 — Mon, 23 Mar 2015 21:02:29 GMT

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QBO (https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&search=merge) but I think this might be a little outdated.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? If not for activities, then at least for transactions?

After merging in QBO, I see that one of the customers (the old, merged one) is no longer available ("The record you are trying to load does not exist, or you do not have permission to view it."), but while QBO has moved the transactions, Method hasn't. Is this something that will happen at some point? automatically?

Any other comments on the current state of Merging customers in QBO and the effect it has on Method?

Thanks

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Thu, 26 Feb 2015 00:00:28 GMT

Nevermind, I figured it out!!

Thanks, all is solved.

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Wed, 25 Feb 2015 22:23:29 GMT

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 issue. I've taken the screen "Edit Lead", copied it, and added a grid to the screen as a separate section which accesses the Contacts table and basically allows you to see your Leads and "select" them for editing below (the "Select" button assigns that record to the active screen ID). This way I can have all the functionality of editing a lead from Method's standard Edit Lead screen, but also have the ability to see a list of leads without having to jump to the popup. However, even though I have "RecordID" as a column in my grid, I'm getting this error:

Action Sequence:1

Unable to locate value from row for column RecordID

Please contact your developer.

Any ideas?

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Wed, 25 Feb 2015 19:06:54 GMT

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 action result as the "new value". Neither seemed to work.

Any ideas?

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Mon, 23 Feb 2015 18:30:00 GMT

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

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Mon, 23 Feb 2015 16:13:20 GMT

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 ("save all sections" action). The one that doesn't work, however is LeadRating. So, to reiterate, when I edit a customer name and save, the update is reflected in the record. When I edit a LeadRating, the record is not updated. What I'd ideally like is to edit the leadrating with a drop-down (ie "Cold, Warm, Hot"), but that Field isn't something that is available in the selection of Fields that I can add to the screen. Make sense?

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Thu, 19 Feb 2015 20:30:22 GMT

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.

Re: Lead rating/source dropdowns when customizing screens

Craig-475 — Thu, 19 Feb 2015 20:29:36 GMT

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