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  • Error in OpenConnectionBeginSession

    I am getting the following errors. The sync was working fine until last friday. How do I fix? 6/17/2013 1:09:51 PM Warning: Error in OpenConnectionBeginSession, HRESULT = -2147220478 (80040402); Unexpected error. Check the &quot;qbsdklog.txt&quot; file for possible additional information.; iContext=50 20130617.130951 I 6088 RequestProcessor ...
    Posted to Method:Classic General Q&A (Forum) by d.vanbaale on 06-17-2013
  • Quickbooks Sync - Limit data synced from Method?

    Is there a way to setup the Quickbooks sync so that is syncs everything to Method CRM from Quickbooks. &nbsp;But&nbsp;if changes are made in Method we do not want everything to Sync back to Quickbooks. &nbsp;For example we do not want invoices changed in Method and we&nbsp;definitely don&#39;t want any changes updated from Method to ...
    Posted to Method:Classic General Q&A (Forum) by ecoxotic on 06-17-2013
  • How to print a SO and PkSlip from same screen

    On my SO Screen I would like to be able to view in PDF (and eventually print) as a Sales Order (with prices) and also as a Packing List (without prices). &nbsp;I have the two Reports created in my account. &nbsp;I created a second Preview button on my screen but I see either the Sales Order or the Packing List on both buttons. &nbsp;One is linked ...
    Posted to Method:Classic General Q&A (Forum) by Formation QB on 06-17-2013
  • Re: Setup reminder

    Hi Dimm!&nbsp; You can set up activity reminder emails, but at this time&nbsp;they can only be sent out&nbsp;15 minutes before the due date. We are currently&nbsp;revising&nbsp;this for&nbsp;future versions of Method.&nbsp;There are a few things you need to check to make sure they are being sent: 1. Go to Customize&gt;Tables/Fields and click ...
    Posted to Method:Classic General Q&A (Forum) by Method_Jason on 06-17-2013
  • Serial/Lot Numbers From QuickBooks Advanced Inventory

    Is there a way to access the Serial/Lot number data in QBE 13 Advanced Inventory?
    Posted to Method:Classic General Q&A (Forum) by d.vanbaale on 06-17-2013
  • Setup reminder

    Hi Method Team! I&#39;m using demo version Method CRM and i want make reminder for activity. I&#39;ve new type of activity, for example &quot;Send approbation case&quot;. Then i&#39;ve done&nbsp;new activity, set Due On&nbsp;and Due Ending.&nbsp;I want recieve&nbsp;email reminders: - before 3 days the Due Ending; - before 3 hours the Due ...
    Posted to Method:Classic General Q&A (Forum) by Dimm on 06-17-2013
  • Method Platform Updates - June 14, 2013

    &quot;June&quot; version now available The following updates are available on the staging site, as of June 14th. &nbsp;You can access the June version by clicking &quot;Switch to the June Version&quot; when you sign into Method. Improvement: We have added behind-the-scenes support for MailChimp integration. This won&#39;t be made available on ...
    Posted to Release Notes (Weblog) by Method_Paul on 06-16-2013
  • Re: Looking to make Active Case's int Work orders. Has this been done before.

    Hi Kenneth We have done some work around this. &nbsp;Depending on your objectives you may be able to use a combination of Method&#39;s web forms, portals, and case data&nbsp;structure to create the desired customer interaction. &nbsp; Of course you can start from scratch and build your own data structure and interact&nbsp;with your data using ...
    Posted to Method:Classic General Q&A (Forum) by LaCrews on 06-16-2013
  • Looking to make Active Case's int Work orders. Has this been done before.

    Looking to make Active Case&#39;s into Work orders. Has this been done before.?&nbsp; I need to be able to quickly go from web form input to case (or skip the case and go to work orders on the waiting list)&nbsp;to work order to invoice as fluidly as possible. &nbsp;I also am looking to email contacts when they have gone from waiting list to a ...
    Posted to Method:Classic General Q&A (Forum) by krp2203 on 06-15-2013
  • Re: Method not Syncing with Quicksbooks V13.0

    Hi lifezz, We&#39;ve seen these problem crop up a couple times recently. Basically, something funky happened during the QB install which is not allowing Method to talk to QuickBooks correctly. Check out this link from the QuickBooks Support website. Try the first solution to see if that works, if not then you&#39;ll need to go through solution 2 ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 06-14-2013
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