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[quote user="kvera"]but I still cannot find where you are add the sales rep names so that they will show up in the drop down.[/quote]
Hi Kvera,
Tab groups is our term for the drop down menu to the left of your username (located top right). In this drop down you should have an option for QuickBooks. Once you switch tab ...
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Chad, Thanks for your response...I am either extreemly tired or don't have the correct permissions on the user that was created for me, but I still cannot find where you are add the sales rep names so that they will show up in the drop down. When I go to my method account if I choose the "QuickBooks" tab the only options are Sync, ...
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Thanks Chad - I've troubleshot this a bit further, and it seems I only have the problem when working with a grid based on the Customer table. I now have a screen with a grid containing just company name and email, and no other buttons, no advanced settings (no on screen loads etc.) and I still get the error. If I add other grids on ...
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This issue has been resolved in our July version of Method. On the login page just below where you enter your company account, username and password there is a link to the June and July version of Method. Click July and try your invoice again.
~C
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First up, welcome to Method!
If you're familar with SQL then you should be happy with the customization possible in Method - we are SQL based. You can add new sales reps in Method under the QuickBooks tab group > Lists. There are some limitations from the QuickBooks SDK which is stated at the top of this page:
Due to a ...
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relating back to my other post other the top of my head it turns out the admins where being noobs and not filling out ship in data in hte customer pages but we have finally got round to the problem and its not so much a problem more of a quality of life change.
ok so in customer we have the basic fields
etc
Customer name: ...
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Hello everyone, I am new to Method and I am trying to customize my CRM to my company's needs. I am somewhat familiar with SQL and wanted to know if this is a SQL based database. If it is where do I add my original list of sales reps, because on my "New Leads" page the system will not allow me to add a new sales rep. from the drop ...
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Method will let you make an entry into the custom field and move to the next custom field and you can make and entry. At this point everything appears to be working, the data is in the field on the screen. But if you go to update the field or save the invoice the data disappears and it does not move into QuickBooks. I hope this ...
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[quote user="VLocke"]Suggestions?[/quote]
Is the custom field data being dropped or is it being changed in QB? And this change only started with the recent group item addition? I'm going to review the custom field on my own local account for testing and I'll follow up in this thread.
~C
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