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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's checked, that is when the job number should be created. If left unchecked there ...

I did it and unfortunatley I am still receiving the same error.

[quote user="dottie"]Any reason why this may be happening?[/quote] Dottie, I suspect you're getting this message because you removed the Invoices tab link from your Customer and Jobs tab.  To add this back and correct the problem follow these steps: Click Customize > Tabs and click Edit Tab Links... beside ...

I am trying to create an invoice in the edit customer section. When I click new transaction then Invoice. I receive an error message that says Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'Invoices'. This Tab Link may have been deleted, or if you copied the original Screen from another ...

This solution is a little different but should work fine for you... On your CRM_NewCustomer screen: In the column to the right of the Customer Name field drag out your custom jobnumber field then click Edit on that field. On step 1 click Advanced Options then check Read Only and click Finish. Next drag our a button object and put it on the ...

[quote user="dottie"]Any reason why this error is popping up?[/quote] Yes.  The new customer screen won't have an active RecordID yet - let me just re-work this solution for the new customer screen and I'll post again. Also the solution I posted checks to see if jobnumber is empty or not - so if your ...

[quote user="dottie"]I want to assign a project manager for each job creation. Is there a way to create a dropdown of Project Managers in the New Customer and Edit Customer screen even though some might not be users of Method yet?[/quote] Are your project managers employee's?  You could possibly use a field like Sales Rep and ...

[quote user="dottie"]I would like to rename the drop downs in job status to make it clearer for our employees.[/quote] This change is made in QuickBooks but there's an issue, QuickBooks SDK does not allow us to actually see the custom captions you input.  If you made this change it would only be visible in QuickBooks. ...

I did the customization under the new customer screen2 because the all my curerent customers in the edit customer screen2 already have job#'s, I have assigned previously and I do not want to change them. In the new customer screen, I followed all the steps and put the job number box where I need it (by the customer name. However, I am ...

I think the best solution for you here is to utilize the RecordID from the customer table as the jobnumber.  You're guaranteed that: All numbers will be unique; Your customization will be minimal. I just made the customization on my end and tested this to be working.  Make sure you add the custom field in QuickBooks and sync ...