Method Community

I changed the tab name as you mentioned to just customers instead of customers and jobs and the now the it is working!! Thanks!

Hello, I want to create/ add a new invoice screen/view to limite the user  (1) on step 3 which one do I need to choose ? and what's the different if I choose other options? (2) also how do I limit the invoice access by "sale rep" , for example: Tom as a sale person, login as Tom, and he can only read the invoice which rep ...

I am noticing that not all the job numbers assigned in Method are corresponding with the custom field job number in Quickbooks. Any reason why this may be happening?

yes, please advise we want to start invoicing through method.

Thanks so much I set up the action set looks on the check box and it looks like it is working after check box is checked. The other issue now is, when I go to the edit customer screen the job number that was created in the new customer screen, is not there. Any way to have the job # information automaticially transferred from the new customer ...

Hi jeremy, I was considering the best way for you to do this and I think using the opportunity name field for this information would be best.  I'm going to do the customization on my account today and give you a step by step before end of day.  To achieve this task I'll be doing the following: Use a retrieve value from table ...

Thank you Chad, please let me know how to go about what you replied with. 

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Customer Improved (#3726) - if something goes wrong when fetching documents from SmartVault, we now provide a message detailing what the response is from SmartVault. (QBD) Cheers, Danny

@Loren - I'm not a coder by any means but if you're goal is just to import/export, how about using out import/export tool?  It is build right into Method.  You can check it out here.   http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&article=Import-%2f-Export&id=189 If you are looking for a way ...

Loren -  Microsoft stopped supporting VBA with SOAP toolkit with Excel 2010 (64 bit).  I have the same problem on my machine. I spent 1/2 a day a few months ago researching for an updated SOAP toolkit library, but Microsoft has killed it. The general consensus on all articles and discussion groups I found is that there is ...