Method Community

Hi, If you don't get the billing information after the Lead is converted I'm not sure how you can avoid entering the information again in some way.  However, very little information is needed to create a lead.  What I'm thinking is that when creating the lead you can create a second contact that is the Lead contact and ...

Hi Mike, Sorry for the late reply.  I'd suggest that on the screen load, to loop through the table that is used for your Province dropdown (I'm assuming Province table) and use a conditional statement to check the screen value for BillAddressState against the values in the table.  You can then put in actions to ...

Hi, We have a few work orders that won't invoice when you go to "more actions" to create an invoice.   Do you know if there is a setting either in QuickBooks or in Method that would prevent an invoice from being created from a work order?  Thanks for your help. Suzanne B  

To Anyone aside from Michael following this thread, We have been able to solve this "Time Zone Unknown" Error when trying to open a Report in the Method Report Designer.  This seems to happen when there are issues with an outdated Microsoft Windows Time Zone Registry Key.  In Michael's case, it was specifically the ...

Hi Garrett, I don't see these fields in my version of QuickBooks (Enterprise Solutions 2013).  Are these default fields that are part of the Contractor Edition or are they custom fields in QuickBooks?  If they are custom fields they should sync over. - Adam 

Hi Adrian, Because you are having issues with a custom screen, there is only so much we can helpy you with.  However if you send me an email with the Company Account Name you sign in with, and turn on Method Support.  I can at least take a quick look at your account and at least rule out any issues caused by Method.  To enable ...

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.