Method Community

we have'nt been using colons and hte address is spread over 2 fields another example is   QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when storing "Property:9 Chel Clois Sloane Av SW3 3DL" in the "customer name" field. QuickBooks error ...

Well getting rid of the HTML editor does allow me to display html code, but it also gets rid of all that rich text editing. Using the HTML tab was the backup plan anyway, so I'll go with that. The reason I wanted to avoid that is because this solution was meant for users who potentially know nothing about HTML but would need to use it (like ...

 Issue #1, The full sync won't start using IE9. Talk to Valbon Shaboni, he had the same issue on his end. We couldn't get a manual full sync to work using IE9. I had to resort to Firefox. Issue #2, Yes, I do have QBO. Issue #3, When I change a balance on the account, a changes only sync isn't seeing that. I end up having to do a ...

basically what i'm trying to do is help automate my sales followup and make it easier for someone to "say no thanks" since as we all know in sales a no is better than an unknown so i figure if they can click kind of like an opt out or they get an email that keeps emailng them asking where they stand do they need more info? are they ...

Danny Those are the screens I'm thinking about.  The automated ideas sound good but it would be great if the copy actions were also added to an ellipsis button click on the "Job of Customer" dropdown that way you can easily copy over changes to the parent customer. When you say address info are you including the parent ...

Richard, Still having issues, Using fire fox, I sent myself a invoice to try out. Method sent me a email with a mini url. The url took me to that portal so i could check my invoice. From there i went to the open cases.  I responed to that case but all i got was this error message saying: "Please enter a value for Commnets/Reponce even ...

 Hi! We are looking at ServiceSideKick and Nimble, so far.  Research is time consuming and slow! Here are the basic things I have now and would require in any new system: Able to schedule multiple trucks/techs Email through the CRM Organizational chart capability Calendar alerts Print calendar schedules ...

Danny, I emailed your forum post to Sandi Smith, as I am not sure what she did or didn't do. It did used to work. Will wait for her reply. Her email is:  sandi.smith@sandismith.com I am headed back to Dallas after being at a Trade Show this week. I had my netbook already for the atteendees to leave a web form....so sad it didn't ...

Hi Victor, I just re-read the error message that I got in the email. It appears the error was that the required Name field was left blank, which would make sense because without the checkbox checked, the formula wasn't entering a value for it. I was mistakenly thinking it was because the checkbox wasn't checked.  So, yes I can keep ...

It is an error and it appears when I click "save & email" the pop up says  "can't find the Recent Transactions tab" The error is correct for some reason I don't have a Recent transactions screen or even a Transactions screen. I don't know where they disappeared to.   So How do I get the Recent ...