Method Community

Swm023, the SchedInv_Invoices screen was installed in your account when you downloaded the Scheduling and Invoicing app.  You would access the Sched_Inv_Invoices screen by going to your Scheduling & Invoicing Tab Group, or Tab, and selecting the "Invoices" tab link.  You can use either of the Invoice screens ...

Thank you. I've been using the QBO_invoice screen for all my invoiceing.  I noticed I have a new screen SchedInv_invoices.  Is there any difference between the screens? Will there I run into any problems if I continue using QBO_invoice? It's been customized and I don't want to go through the hassle of customziing the other ...

I've done some customizing to my NewCustomer screen and everything is working fine.  However, as I tab through fields it the cursor doesn't go in the order I'd like.  What do I need to do to change the order the fields get tabbed through?

Hi Swm023, I was able to determine the issue here, you are missing an Activity Type called "Work Order".  I have added this value back to your account manually, I have also supplied you with a screenshot, in case you need to do this to your other account.  Just go to Activities->NewActivity and click the ...

Hi Mike, Your tables look fine. I believe you just need to alter your script a little bit.  Don't use between and instead set two date ranges.  Here's an example: Customer_RecordID IN (100,101,102,103) AND (ShipDate>'Dec-01-2013 11:59:50 PM' AND ShipDate<'Dec-09-2013 00:00:00 am') Could you try something ...

Hello,    The rule does mean you need a column entitled AssignedTo .  You can do a copy and paste into the column's cell with the User name that appears on the top right of your Method screen.  Or you can go to Customize -> Users to get a list of user names.  If you don't have the column and a valid user name, ...

Innovative - I have one correction from my last post, I mentioned if you go through Method you would get 500 emails per day, this is not true.  Method users actually only get 500 emails total from Method, as we are bound to the same issues as the rest of our Customers. You could also consider using a 3rd party service like SendGrip, this ...

Hi Adam, Any updates on weather Bills can be posted to QBO with the new intuit API? Thank you,

Innovative - I really can't give any recommendation on what mail servers will allow you to send bulk SMTP emails greater than 300 per day.  I would advise you google this to see what options are out there, as a quick search I found this link, it gives a list of some email providers and what their outgoing SMTP stipulations are. ...

Hi swm023, Matt, thanks for your help in this thread.   Swm023, from what you described in your last post if you want the CompanyName to change to your Lead Name, then you should put this action in on the Lose Focus action for CompanyName.  If you do this, it means that as soon as your cursor leaves the Company Name Field (meaning ...