Method Community

Is it possible to make Smartvault the default option for uploading documents, even to the point of removing the user options?

I have seen this happen too.  There was a delay sometimes before you could see the changes to your portal screens.  I was experiencing it when I was working on a customer portal in February.  Eventually the changes would show up. 

Support, I am updating a couple of screens with our portal and they do not seem to be updating. I have Published, Logged out, back in, etc and no update. When I view the screen when logged in it looks fine. I have tripple checked the Tab links and all is well there. Please advise on how to handle. Thanks.

Yes.

Originally I started using Method as a CRM and while I synced it to QB, I didnt really try to utilize the functionality of the QB integration until now. Here is the problem that I am having. From a CRM perspective, we enter a new Lead with the contacts information and the company address. However, if we convert the lead to a customer, this data ...

Hello, I am having difficulty retrieving Vendor > Workers Comp Expires, and Vendor > General Liability Expires.  We use QB Enterprise 12 Contractor Edition, and these fields are important to our AP dept.  Should I be looking somewhere else, or are these fields not currently found in Method? Thanks, Garrett 

Maybe I should clarify. I want a dropdown box for "Province" on the Edit Customer page that populates the BillAddrState field in the Customer table, which would be then hidden. The idea is to implement controls on the data entry for provinces. It's relatively simple to do this for new customers/accounts. But the issue I have is ...

This is a guest blog by QuickBooks Advanced Certified Pro Advisor and Method Solution Provider, Robin Hall. As Accounting Professionals, we are a bit different from the rest of the service industry. We have specific things that we need to track on our clients. As Intuit Professionals we have a different set of things that we need ...

Hi Abbie, Unfortunately you have not missed any updates on this, the ability to Ship with Fedex through Quickbooks is still a limitation with the Quickbooks SDK. -Ben

How do I do the following action on screen load, with existing customer data that may contain invalid province entries? I want to evaluate whether the BillAddrState field entry for that customer is part of a list, or, is one of the values in the province column of my custom SalesTaxCodeProvince table? I want to base some actions on whether ...