Method Community

Hi Karen, I was not able to replicate this. Are you using the stock screen and stock template? If not, then try using the stock screen/template and also advise what modifications have been made? Additionally, it would be great to get a screenshot of the line items out of order, as well as when printed normally. - Ashur

You should also make the change to the QuickBooks_ReceivePayment screen. You can't adjust the function of actions or save their set properties and use it on another screen. The only thing that can be done is use the Call Another Action Set action, however this only works if the fields/objects being referenced are on the same screen. - Ashur

Dawn - I see.  I tested in singe user mode.  I'll test out multi-user mode and see what happens. - Adam

Hi Adam - We are using US.   We are in a Multiuser mode environment.   My computer is the one hosting Method (it is not the server ).  The other two workstations and server are fine - but the machine (mine) that hosts Method conflicts witn R6. It does not conflict in R4 (apparently R5 was buggy - so the QB tech has us ...

Hi, We're actually not aware of any issue with QB 13 R6 and Method.  I just installed R6 on my QB13 machine and encountered zero issues.  Which version are you using?  US, Can, U.K.? - Adam

I understand how to combine different fields and create the full address.  What I'm trying to do take the full address and then have it populate a fieled for just the street addres, city state and zip in seperate fields.  Is this possible and how do I do this.  Thanks for the help.

The account reset is done. - Adam

I am sure the Method team is already on this - however, should someone need the work around I discovered today (after a couple of days with the Quickbooks Tech Support Team ) here is what I learned. Problem:  QBE13 (R6) was aborting instantly upon entering the password.   Workaround:  When ...

No, I ended up using different approach.  If I make changes to Process Payment button of ContactsPortal_ReceivePayment screen, is that enough or do I need to make changes to other screens?  I wish I could just change base action Charge Credit Card - that would cut down some steps for me. Is that possible?

 Suggestions to improve ListBuilder: 1.  Since the ListBuilder table is filled in from the Customer table, why is the selection of columns so limited and not include at least the zip code, state, city, etc?  Most campaigns are targeted by region, especially if assigning as an activity to a sales person with an assigned region, ...