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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Fixed (#4045) - when a contact was selected from the contact dropdown list, the “phone” field was not being populated. This was caused by the phone value being entered ...

Hi Dawn,  This message is telling you that there is a problem with action #21 on the Go To... link which in this case is the Go To Tab Link action. To get to this action follow these steps: Edit your CRM_EditCustomers screen  Edit the Transactions grid in the Transactions section of the page  Go to Step 2 of 3  Find ...

Hi, You won't be able to type in this field as its a field tied directly to a Quickbooks table.  You can add Customer Types in Quickbooks which can then be synced to Method.  However, you can't modify this via a grid as its linked from the Entity table as a text field.  This essentially means it acts as a read only ...

this doesn't seem to work.  i appeared to have a field called 'Customer type' on my customer page but couldn't type in it.  so i tried to change that and then lost the field.  though the label for the field is still there.  any thoughts on how to make this work?  i was also hoping it could be a dropdown ...

Hi Karen, Not sure exactly what would be causing some invoices at random to be affected by this issue. Try using the stock screen and template to see if the issue persists. If not then it's most likely a spacing/formating issue with the template itself. One of my colleagues slightly tweaked the spacing/formatting of his invoice template ...

Hi Marcelo, Unforunately, you can't modify these options.  Please see this post for more details and an explanation of the statuses. - Adam

Tom, We spoke on the phone and we've created a case for you. - Adam

Hi Grif, We discussed this over the phone.  For anyone else, you must have job items in the work order to select in the Job Item dropdown.  This is a required field for a time tracking entry. - Adam 

I've followed instruction on community forum and method help.  Even uninstalled and reinstalled plug-in.  Using Comcast Business Class exchange for email, pulling it into Outlook.  I think something is wrong on the Setup Default screen.  What should be in the Internal Outlook Exchange Domain @.  Then when I click on ...

Is it possible to add a new status to the lead status, if yes , from where?