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When I am in a job or customer screen and I go all the way to the bottom and click on the contact tab and go to a specific contact and try to edit it, I can't save it because I get a message that says the field Name is a required field. However there is no field on this screen that is called name. There is only first name and last name.

New Method User Group starting for Non-MSPs on Tuesday, November 13 at 7:00 am Pacific Time James Baker and I are starting a new Method User Group on Tuesday, November 13 at 7:00 am Pacific Standard Time. If you are not an MSP and want to network with other Method Users and learn, please send me an email to join. MSP's are not included ...

Thanks Dave. That's good news. I'll keep my fingers crossed. Alex

Hi alex.miller, This has now been enabled in the quickbooks SDK. At this point in time we are expecting to have this implemented in December. Dave

Hi Matt,   I wasn't testing a multitenant account...that's why  my error was different than yours. The issue is now solved and you should be able to update the tenantid Dave

Hi Denice, Correct me if I'm wrong but from what I understand you have an action setup to export your workorder list to PDF. If you want to edit what columns show up on your report you can click the little gear icon on the bottom right corner of your grid and deselect whatever you don't want to show on the report, then click Update. ...

Hi MikeB, This is already included within our stock EditCustomer screen. You can copy that screen if you want to make customizations to it or view the different fields/objects and actions associated with them: Customize > Screens > then find the CRM_EditCustomer screen, click copy, and go through the wizard. Below is the Document ...

It worked correctly when I just tried it. Thanks Dave.

I need to include multiple types of customers (there are about 50 types in our account and 10,717 customers) in one email campaign. As it stands now, I can only select one customer type at a time to send the same email campaign to. I want to create a customization so I can see a running list of how many customers I have selected so that when I ...

Is it possible to add a document/attachment field in the Customer Edit screen (say, in a Documents section?) Thanks