Method Community

Do you see anything unusual when you save the document?  Is the document not in the grid?  Have you checked your SmartVault account to see if the document was uploaded to SmartVault?  Since this is an issue with a stock screen, you can call into support at 1-888-925-6238 x2 and we can take a look at it with you.   - Adam

Shaun, Did you try my suggestion of regenerating the tables?  To do this, under Customize > Tables/Fields click 'Edit Fields' for the InvoiceLineItems table and then click the button for Finish Editing Fields.  If this doesn't work could you email me your account name and enable the MethodSupport user? - Adam

Greetings, The stock sch and invice screen dashboard is not working. When I press on any of the numbers of lets say, work orders not done, it would usualy take me to the work order screen and show me the work orders not done.  This time nothing works. below is the error i am getting.All of the numbers dont work.  Could not run the ...

When I am in the customers and Contacts list and would like to "go to" a specific customer I click the "go to" button just like everyone else.  However, when I click the "go to" button it loads the "add / edit contacts for" screen on top of the ”Edit" screen.  I want this to ...

Anyway to attach a document to a bill? It would be nice to be able to verify that the line items entered in the bill match the original paperwork rec'd from the vendor.

Is there any way to set role permissions at the screen level? I've noticed the roles work nicely at the tab level. If I compare the tab groups of two different users with differing roles, the user who does not have access simply doesn't see the tab. I'd like for this to also be the case with screens. If your role doesn't have ...

Hi Michael,  Check if you have any conflicts in Method. If you do, they will continue to try and sync until they are resolved. To check this in Method go to Quickbooks>Resolve Conflicts. There is also a similar post here that might help.  - Jason

no, our edit opportunites screen nor any of the doc screens have been customized. we upload all our docs to smartvault.  this happens when we are uploading a new doc.  we go thorugh all the steps and sometimes the doc doesn't upload.  no rhyme or reason. very frustrating to have to repeat all the steps and re-upload the doc.

made a brand new copy of the screen. made no changes anywhere. whent straight to the table and tried to change the caption and got the error message.

Matt, I was taking a look at this again and I'm not sure if I quite answered your question.  Can you outline your end goal here?  Are you looking to create a dropdown using the contact name based on a another table? If so, you'll need to first add the Contact.RecordID and then link in the Contact.Name field. ...