Method Community

John, [quote user="John M"] CRM Pro> Leads> Estimates>Save & Email: I get the following error. Action Sequence 38 Cound not find the tablink Recent Transaction. CRM Pro> Leads> Invoices> Save & Eamil: I get the following error. Action Sequence 40 could not find the tab link Recent ...

Hi Brett Here's what's worked for me.  In the SalesReciept table link the customer fields you need (email, phone,....) via the customer dropdown. Now if you base your report on the salesreceipt table as master and salesreceiptline table as a detail you can use this to build a complete sales receipt report. If you're after ...

 Thanks, Victor Things seem to be working now. I also had a  devil of a time getting the email server working but I think that is set, too. One (hopefully) last question: We would like to return a screen which says "Thank you for submitting your information.  A representative will contact you shortly."  After the ...

 I looked at the action set in the Send email button for the receive payment screen. It looks like actions 66 thru 68 are conditional statements checking to see if th BCC is blank and if so it adds the user logged in as the BCC. Maybe this is why I am receiving a copy of the payment received emails. I am correct on this? If so, is there a ...

Hi Denis, I still have an issue with this matter. I only use Method to do the whole [Estimate --> Work Order --> Invoice] process, and I dont use QB to control the invoice numbers. This way, I dont have QB open all the time, BUT I need to produce and email invoices directly from Method, with all the data properly filled, so I can invoice ...

That's weird. I replied to Paul's posting this morning - wonder what happened to it? At this point, we've been synching successfully since Saturday night. Based on what we've learned, we're recognizing and accepting the following points: + On the machine running the MI engine, we're going to log into QB as Admin whenever ...

Saturday 15 Jan 6:00 pm Mountain. Another day, more hangups and failures by the Method engine. + Both error-checking options are still checked. QB is open on the master/Admin account. + Yesterday's Changes-only synch, launched at 6:45, completed at some point in the evening. + The Full synch, which was scheduled for 11:30 pm, completed ...

An email from Keith W. (image has been sent to Method team) I have developed a data entry grid where I am using the Customer table as the primary table for the Method Screen and I enter data into a grid of a custom table.  When I click the Update button for the grid to save the records entered, I get the following message. Can you tell me ...

Hi LilAaron, In order to export the customer contacts to print them, follow the following steps: 1. In Method go to Customize -> Integration Tools -> Go to import/export... 2. Choose to Export a table to a file 3. Pick the "customer" table from the list of tables and select the fields you wish to export. In your case this ...

 Hi James, On its own, Quickbooks does some of the work associated with prefilling fields for you, (sans Method). As an example, when creating a 'child object' (say a customer job), Quickbooks will automatically copy over some data (such as address, phone number, email, etc.) from the 'parent object' (say a customer). ...