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Hi Matt, Hourly items are based on Billable AND Approved. The part you may be missing is the approved. If that does not help, try running a sync as we may rely on QB to get the updated Qty to be invoiced (it is calcualted there and sent back to us...I think). [quote user="Matt"]In the Recaulculate button actions (On the bidget/Contract ...

Ashur Thanks for the info.

Hey Mark, Got an update for you: We have nothing setup to revert back to a non-tenant account. If the client wanted this done it would be very manual with a good chance for error. We also need to consider what would happen to customizations, since in a regular account tenantid is 1 for everything, but you could have setup a ...

I'm not sure that the Accum B-Qty is being calculated correctly and here is an example to show why: Create an item that is an hourly charge. Create a time tracking entry for say 8 hrs. Create an invoice for the 8 hours. Add another time tracking entry for 4hrs. Try to create an invoice. Since the 4 hours to be invoiced is less than the 8 ...

Is there any other field on your screen where only the SO number's are being stored? If not then no, there's no way through actions you can pull a number from an Email Body because there would be no real 'value type' we can look for, and even then we wouldn't be able to separate it from the rest of the body. However, depending ...

Could you give me the exact name of the email field you are using?  From which stock screen are you copying the custom screen off of? The work order screen is based off of the activity table and not the customer table.  The activity table has a field called “contact email”.  This is different from the customer email. ...

I am using a standard field "e-mail" from the customer table - it is listed as an available field in the work order screen.  I moved the field into the screen.  The field is showing up on the screen.  When I am testing a  work order enter with a customer I have made sure has and e-mail addressed enter.  The ...

Hi GH1701, [quote user="GH1701"]We are an old school manufacturer using Quickbooks looking to use Method CRM for sales and need assistance on best practices on how to start, use and where we should be heading.[/quote] If you don't get a response from other manufacuter's here then you may want to speak with a solution provider ...

[quote user="GH1701"]Is your connectivity still slow?[/quote] While this thread is a little old, as Paul mentioned above - every update has optimizations in it.  From the last post on this thread until now there have been a number of updates so the speed should be quite improved.  Don't forget to check out our release ...

Hi VLocke, Could you give us a few more details on what you are trying to do?  What table is the screen based off of?  Also, is the field a custom field or one from the table the screen is based off of? - Adam