Method Community

Thanks for clarifying Rolf!  I thought you were unable to delete screens which I would definitely want to look into.   I'll see if I can recreate the issue of the delete message not disappearing and I'll follow up if I make any progress! ~C

[quote user="NeilSmellie"]Is it possible to change a job to a lead and have the lead still associate with the customer[/quote] The process to convert a customer to a lead is not automatic and would require a fair amount of exporting/importing and editing your lists in excel to acheive this.  The most important thing to be aware of ...

Chad, I think maybe you've misunderstood the problem.  I am able to delete any screen I wish.  The issue was with the window telling you it's deleting,.  Instead of going away after what I thought was sufficient time to do the actual delete, the window stayed there for  way too long.  I waited as much as 15 ...

[quote user="Rolf"]The screen I had the most issues with was the Edit Customer screen.  At one time I had 10 or so different copies, but now I'm at 4 so it's not that big a deal anymore.[/quote] Would you mind emailing me your company account and turn on Method Support from the customize > users tab. ...

[quote user="dottie"]Is this something that needs to be customized?[/quote] Nope.  The invoice number's are being generated by QuickBooks so you'll need to wait for the sync to catch up after saving the invoice.  When you create a new invoice and click save in Method, wait a few seconds then click the refresh button on ...

[quote user="utahpowder"]just created a new customer and invoice for that customer in qb online but it is not showing up in Method. is there something that I am not doing correctly?[/quote] Have you initiated a sync yet?  There's a green/blue arrow near your username which will sync the record over.  We look for changes ...

Sorry to be more precise   Is it possible to change a job to a lead and have the lead still associate with the customer

[quote user="jeremy"]Number, 5,6,7 do not work. When I go to the drop down box, it doesnt say my name. It just lists my vendors.[/quote] In this case you need to make sure you add your employee's as sales reps so they're visible in that list.  To do this switch to the QuickBooks tab group (using the dropdown by your ...

Hi Karen, [quote user="kdellaripa"]I've gone to the Tables/Fields section for the InvoiceLineItem and clicked on Edit fields, but it won't let me edit that field.[/quote] Once a field is created there is no way to edit it, you're only allowed to delete it. [quote user="kdellaripa"]What can I do to change that ...

Prior to using Method we added leads directly to Quickbooks as a job under a customer, there are no transactions related to a job entered as a lead in Quickbooks  Is it possible to change the customer to a lead in Method?