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  • Re: Job #'s

    I just wanted to let you know that normally we don&#39;t go into this much detail in terms of actions and&nbsp;exact step by step solutions via the forums. &nbsp;I can point you in the right direction but if you needed step by step help with specific actions then you may want to consider hiring a&nbsp;consultant.&nbsp; Our consultants can provide ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-11-2012
  • Re: Error when trying to create invoice

    [quote user=&quot;dottie&quot;]I did it and unfortunatley&nbsp;I am still receiving the same error.[/quote] The only solution I have for you right now is to change the tab name back to what it was, Customers. &nbsp;I&#39;m not sure what the issue is but it looks like changing that tab name is a problem. &nbsp;I&#39;ll dig into this&nbsp;deeper ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-11-2012
  • Customized Job Numbers

    Hello - when I add a new opportunity, its gives me a job number of 1. And the next opportunity will be 2. Is there a way to customize it so every time me or my employess enter a new job that it will have their initials. For example: I would like my new job to be added as JW2012-1. (my initials, the year and the job number) so the next job opp ...
    Posted to Method:Classic General Q&A (Forum) by jeremy on 09-11-2012
  • Re: Quickbooks and Method Sync

    John - If the server is off, and the server&nbsp;hosts your QuickBooks database file, then there wouldn&#39;t be any syncing going on while it is off - but it doesn&#39;t sound like that matters. You can continue to use Method when the QuickBooks server is off in your office. It will just be using information that was last synced&nbsp;through ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 09-11-2012
  • Quickbooks and Method Sync

    To whom it may concern: Does Method have to have the ability to sync with Quickbooks 24 hours a day?&nbsp; I ask this question because we shut off our server every day when we close.&nbsp; This will prevent any individual computer to have access to the database at night.&nbsp; Will this cause Method to not work properly or will it create problems ...
    Posted to Method:Classic General Q&A (Forum) by johnchemaly on 09-11-2012
  • Method CRM Updates - August 31 - September 10, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Fixed (#3742) - spelling mistake when converting a lead into a customer. &nbsp;Oops! (QBD &amp; QBO) Cheers, Danny
    Posted to Release Notes (Weblog) by Anonymous on 09-11-2012
  • Re: Job #'s

    I also wanted to ask about the insert job number button that is underneath the insert job number box. What is the purpose of this button? Was it only created to customize the action of generating the job number in the read only area box or does this button give me the option of creating the job number when clicked and when not clicked no job ...
    Posted to Method:Classic General Q&A (Forum) by dottie on 09-11-2012
  • Re: Job #'s

    This worked very nicely. One thing I need to do now is my Customers and Contacts are all entered in the new customer screen and I realized that my contacts will also have assigned job numbers. I created a box with a check mark that asks is this a job? and if it&#39;s checked, that is when the job number should be created. If left unchecked there ...
    Posted to Method:Classic General Q&A (Forum) by dottie on 09-11-2012
  • Re: Error when trying to create invoice

    I did it and unfortunatley I am still receiving the same error.
    Posted to Method:Classic General Q&A (Forum) by dottie on 09-10-2012
  • Re: Error when trying to create invoice

    [quote user=&quot;dottie&quot;]Any reason why this may be happening?[/quote] Dottie, I suspect you&#39;re getting this message because you removed the Invoices tab link from your Customer and Jobs tab. &nbsp;To add this back and correct the problem follow these steps: Click Customize &gt; Tabs and click Edit Tab Links... beside ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-10-2012
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