Method Community

[quote user="MikeB"]The problem in QB is that when you create a new customer, you pick a sales rep.[/quote] Are you able to change the sales rep in QB and have that change stay?  I'm confused with how your sales reps change on sync - that really shouldn't be happening.  I know of no automatic process in QB that locks a ...

[quote user="dottie"]How can I minimize it?[/quote] Dottie, Instead of a percetage, use pixels.  When editing the grid on the column setup, uncheck the (as %) checkbox and type in a pixel width for the column you want to adjust.  This should give you better control over the width of the column - try it out and let me ...

I used retrieve value from table under the Job of customer field when text changes. It asks me From Table: Customer From Field: Parent Full Name Where Field: ? Value Is: ? Place Value In: ? I tried various scenarios but nothing worked.

My column width for go to in my job grid will not minimize when I change the percentage. It is one of the largest columns on my grid. How can I minimize it?

Greetings, I am getting messages to upgrade to quickbooks pro 2013. Can i do that now or hold off? Thanks! John M

Never mind...I checked the "Resolve Conflicts" section in the QuickBooks tab and found the offending entry.

I recently changed sales reps for certain customers, but that was the only field I changed. I mention this because this is the only changes I've made recently. Now, when I update our dashboard, I get the following message in the bar at the top: "The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is ...

Those settings don't show up until you link the file intially. Paul

When I log in to one of my Method accounts (as the Admin and using an Admin tab group, as well as using other users or roles) and go to the QuickBooks tab and look at the Synchronize screen, I see the Installation instructions section and the Common QuickBooks integration questions section, but not the Edit Synchronization ...

I don't think any of the sales rep cahnges are implemented, but I'd have to go through all of them. The problem in QB is that when you create a new customer, you pick a sales rep. That sales rep is automatically assigned to each job type (eg. Main Acocunt). It can't be changed unless you export/change/re-import. I thought method would ...