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Hi David,
I took a look at your report. One thing that might be causing an issue is that you have some fields that go outside of the boundries of the report. My screenshot below shows the Estimate label sitting outside of the red line border. Make sure all of your fields are inside this border.
The blank pages might also be caused ...
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Hi Ben,
Our team is still working on a solution for this. Unfortunately I can't give an estimated time as of yet.
Jason
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Hi Fran,
Yes, they are directly generated from sales orders. Like I said, we'll eventually transition fully to Method, but for the time being, this just looks like a data hole that should be filled for future users. Could be a valuable bit of information to have in my opinion.
Best,
Charles
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Yes, Yes Yes, Please fix this... It is very annoying and confusing... Would really like to use that functionality.
Fran
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Charles,
This may be an obvious question, but are the Invoices in QB generateed directly from the Sales Orders? If not, then the Link to SalesOrder field would not be filled in. While I work with SO's alot, I just have not really checked to see that the Link to SO field appears in QB table. But it works great in ...
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Nope, doesnt work whether I am logged in to portal or another use, but does work when I am testing it inside of method.
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Ben,
Just a thought... Could there be permissions issue with your screens. Are portal users allowed to see them vs you when you are logged in?
Fran
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Great hopefully some one can help.
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Ben,
Still haven't been able to reproduce it. I've reached out via email with a couple of questions.
- Adam
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Hows this looking? I need to go live soon and without the ability to hide and show tabs I will need to redesign how my portal works which will be a pain.
thanks
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