Method Community

Hi Mike, Sorry for the delay.  Can you tell me whether this is Desktop or QBO version, and also if you're in Field Services, Scheduling & Invoicing or CRM?  I'd like to see I can recreate this on my end. Thanks - Adam edit - Also, could outline the steps you took and which calendar?  I haven't been able ...

That sounds like a great idea. A couple of quesitons though. How do you create a new report? How do I go about inserting a jpeg to the report after I create it? Thank you for your help!

Dottie, From what you have described,  my guess is that it sounds like you may have deleted the screen before you removed all of the links to it.  To go forward with this, it may be best to book paid support to look into this issue.  We can continue to try and diagnose the issue through the forums as best we can, but ...

Hi Karen, I'm sorry to hear you're getting frustrated.  The Report Designer is actually developed by DevExpress.  They have documentation here and a Support site that you can check out.  Perhaps the support site at DevExpress can shed some light.  I'll also ask the team here if they've run into these ...

I copied my custom screen edit customer 3 and and the new screen became edit customer 4. I tried to customize something but it didn't work so I deleted the editcustomer4 screen so everything can revert back to the edit customer3 screen.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Improved (#4003 & 4009) - when loading a new or existing activity the screen would automatically place the cursor in the “Contact” dropdown list. Initial feedback suggested ...

I have been trying to do a custom invoice for a week now.  I am so frustrated with the behavior of the Report Designer and the lack of documentation on how to use it! I have been having trouble with two group headers mysteriously changing places.  Last night, somehow, I was able to get them back in the right order, however the ...

I deleted the test activities and decided to just see what would happen with existing activities, and the same error occurs. Even changing the starting hours on a copy of the stock Method screen gives the same errors. This is a problem.

The field is hidden and the default value is set to the word "Method" (without quotes. That's it - there's no other population of the field. That way, every invoice in Method will have a flag on it, as opposed to ones created in QuickBooks. The "Show in HTML Editor Option" is not checked.

Ashur, That option is grayed out - that's why I asked the question.  Why would the option be grayed out?? Thanks! Karen