Method Community

Hi Ben B, For the custom screens you are having issues with, have you tried going into to edit these specific screens, then clicking the "Publish" button?  I haven't heard of this issue before, so I am hoping this could maybe help clean up your custom screens.  Please let us know if this works for you, if not we ...

Yes, that's good advice.  Some follow-up questions which may affect Method performance: Can the Transaction Sync period be reduced selectively going forward? Can QuickBooks Pro be upgraded at some future time to Enterprise without starting over with Method? Since we are in the testing phase with an older datafile copy, can ...

Hi Robyn, There are a couple reasons why the values you are looking for are not showing up in the dropdown menu you are using to recreate these actions.  The first reason could be because this is based off a custom screen, the stock “Edit Lead” screen is based off the Customer table, however several fields on this screen are ...

Yes that's correct.  One thing I want to note is that the farther back you sync transactions, the slower the syncing process will be.  You might want to select only certain transaction types to have a longer range. If you have a large QuickBooks file with lots of transactions, each full sync will resync all of ...

Support, Is there a way to relate an activity to a "Global Case". In other words if I have a system that is down and it is effecting multiple customers. When multiple customers email/phone in for support it would be nice to create an activity and instead of typing the details of the issue repetitivly, just to realte to a Global Case ...

Thanks, that did the job.  I presume anything I enter in the Transaction History becomes the Default for setting options on individual transactions.  Is that correct?

I see that the "manually closed" field in the sales order line grid in the default salesorder screen is hidden. Trying to allow the manual closing of specific sales order lines, in the even that we need to HOLD an item before placing it into queue for purchase order calculation. Manually closing these items is how we've done it in ...

Looks like it resurfaced again...

http://www.flickr.com/photos/46155768@N00/9379865096/ heres the actual screen grab. I tried it on my PC and a MAC and neither Safari's work.

This one is definelty not good and will need to be fixed as soon as possible. Users with Safari cannot login in to the portal I created. They can login fine with any other browser. Following error appears... Sign In Sign In with your User Name and Password for online account access.  If you do not yet have a ...