Method Community

I am unable to update my database as before. I have been routinely updating my records by copying names and fields (Name -- Field Name yes / no). I simply  copy my data to the clipboard and normally get an import error. This gives me the opportunity to match "unique fields". This step does not come up any more. I just jump back ...

Thanks - that was strange. The screen no longer existed and the ghost screen was linked to in another tab. Why was it showing up on the mobile tab?

Screens don't show up in the list. "Tab Links" show up in the list. Go to Customize > Tabs and find the tab that has the "Mobile Customize (2)" Tab Link. Edit the tab links for that tab, and delete "Mobile Customize (2)", which is the association between your tab and a screen. HTHs, Paul

I have deleted (and recreated) the Tab Group, Tab and screens. My test was to create anew Mobile Users Tab group, a new Mobile tab which contains only 1 screen (Mobile Activities). Lo and beold, when I switch to the Mobile Users tab group using the drop-down box at the top right of my screen, I'm in the mobile environment with 2 screens: the ...

I had a screen called "Mobile Customers (2)" which was a copy of the stock Mobile Customers screen. It was in the Mobile Tab group. However, that screen has been deleted but it is still in the Mobile tab group. My current "Mobile Test tab group includes links to the "Mobile Test" tab, which contains 3 ...

[quote user="WQA"]Ok, I thnk I have it fixed now[/quote] Sounds good - this should resolve your other forum post as well.  If you ever run into issues on duplicate names push a full sync and see what shows up in the Resolve Conflicts tab link. ~C

Ok, I thnk I have it fixed now. You were right about the duplicates, there were still leads under these account names. Once I deleted thos it all seems to be working. Thanks!

Could it be a problem if these were stil leads when the invoices were created in QB.? I know my admin person was at one point forgetting to convert them to customers before adding them to QB online.

That was not the issue, no duplicates in either Method or QB online. Everything about these 2 customers looks perfectly fine (all info in Method mirrors QB online) the only problem is this document upload issue...at a loss

[quote user="WQA"]The yellow error message appears at the top. I know this makes no sense here...baffled[/quote] Actually this does make sense since this process will first try to save the customer record before adding a document to their name.  It sounds like you have some duplicate customer names in Method which ...