Method Community

Thanks Adam! I am sorry,misunderstood. I tried what you said and I am able to reassign the series, however, the occurrences do not reassign and still show up as assigned to the original person. Also, when I delete a series, the series is deleted but the occurrences are still there. 

Scott, Sorry, I meant that for installing Field Services you'll need to have a Pro account.  You can reassign or delete the recurring activities from our stock activity screen.  Just be sure to show the series by using the Filter By View to select "Shared Series" or "My Series".  Then click Go To.. ...

So there is no other way to reassign tasks or delete them Without a pro account? That seems a bit strange to me...

Hi Scott,  You are correct.  You'll need to switch to the Pro version of Method to add apps like Field Services.   - Adam

Scott, We'll definitely take this into consideration.  I know in the past we've done our best to eliminate any chance of Method creating conflicts.   - Adam

I currently am using Method CRM for Quickbooks Desktop. Do I need to switch to the PRO version to be able to do this? I can't find Work Orders List in our CRM and everything I have seen says it is under Field Services and when I try to add that app it says switch to PRO. 

Adam, An example would be selecting a SKU/Item in Method and choosing zero quantity or zero cost. Yes it does show up in the resolve conflicts but it should be an error for the end user not an admin function. If it showed an error the end user could correct the mistake so the admin wouldnt have to. It needs to be monkey proof ...

Hi scott2X, Just so I have a better understanding of the issue, can you outline a use case where this would come up?  What kind of errors are being produced and where?  Do these errors show up in resolve conflicts? There is an option to "Wait for Sync Approval".  When this is checked, the transaction will not post to ...

Any plans to provide self checking of quotes and invoices for items or mistakes made in method that quickbooks will reject. At the moment i have to check peoples work and make sure there are no sync errors. IF quickbooks will not accept a 0 quanity why should method... i should get an error message  or the user can correct the ...

Andy, Please email me your Company Account name as our Forums are seperate from our Customer database so I won't be able to locate your account info. Also provide the best contact number to reach you on. - Ashur