Method Community

QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when storing "address removed" in the "customer name" field. QuickBooks error message: Names in this list cannot contain a colon. The colon is a special character used to indicate a parent/child ...

Selwyn - it really *should* let you choose your customized screens. So if you go to Settings > Company-wide preferences > Customer, the dropdown doesn't include tab links that point to your customized screens? Don't forget it's looking at tab links, not screens. The criteria it is looking for is that the base table of the ...

[quote user="Wavetec"]I have created a large number of fields to document contact information for each Customer.  Some of my customer sites have 15 contacts.  So I have created ContactName1; ContactCell1; Contactemail1; ContactName2; ContactCell2; etc.[/quote] Please see my solution about adding more than one email to a ...

Thanks but since this was going on so long I started trying to repair this myself. I found that the problem is not with the regional setting as you guys are saying the system recognizes your regional settings. This is not true for both mac and PC as I was having issues with both. The fix is actually in the browser setting: eg if you are using ...

If you go through the grid wizard, there's a step to add the columns (fields) to the grid. Also, since this grid is built off an attached table that is not the screens main table (the screen is built off the customer table), you'll have to select a customer that actually has related equipment so it can populate the related data. If my ...

So just to update my post on this thread, I did get the general email settings to work by disabling SSL. This has not changed the fact that I cannot access Sent Emails via Outlook. After learning a little about the POP3 and IMAP protocols, I understand that this is because we use POP3, which is limited to accessing the inbox of my webmail ...

Hi lvharris,  I have great news. When I logged into your account with the MethodSupport username, when I entered your full e-mail address in the Email User Name field for the default e-mail settings, I was able to successfully test sending a single e-mail to myself within an activity.  I also send you a test e-mail for the ...

So I went Customize - Integration Tools - Web to lead Forms -   my Step 7 of 9 is Internal Email alert - are we talking about the same thing?   ____________________________________________   We have 2 types of customers - a private individual and the corporate customer who is a client on behalf of their company   For ...

I actually tried that too and again this morning after your suggestion.  I added a dropdown field to the Opportunity table called Vendor with Field:FullName.  Then editing the CRMQBO_EditOpportunity_GPS screen, I added the filed to the layout.  When I click on Edit for that field to add filters, actions, etc. I get the following ...

John- Currently there is no way to do this but it can be customized to do this. If you do customize this in, I would recommend being very careful you don't want to email invoices to the wrong customers and be sure to take advantage of a new feature in the Generate Report action to make use of Filter Safegard and limit it to 1 ...