Method Community

[quote user="d.weigle"]  This was a pretty useful field - especially if you're assigning the followup to someone else. Maybe you'll decide to put it back, but not require it to be filled in? [/quote] Diane, There is a very specific reason why this was removed.  In the past, if the only thing you were able to see ...

Just a quick update to let you know the subtotals are back in grid exports. ~C

Just updating this thread to let you know the functionality has been restored on this. ~C

[quote user="lrandall"]Is there any way I can send you the word document without having to re-type the whole thing.[/quote] Yes - please email me the document at c.ridgway@methodintegration.com ~C

Additionally can you give me the exact steps you're taking to hit this error, I would like to know which screens and buttons you're clicking to figure out if I can duplicate this error on my own account. ~C

I have done a screen print and put in a word document.  Is there any way I can send you the word document without having to re-type the whole thing.   Lana

[quote user="lrandall"]Can you please help me with error message?[/quote] Did these error messages just start happening?  If not how long have you had the error messages?  Could you paste the entire error message here, I'd be curious to know what the recommended actions are. ~C

[quote user="Andy K"]Please let us know if you have any ideas of how we can fix this issue.[/quote] I just checked my stock screen and its displaying the correct date.  This could be an issue with your custom screen?  You could add an action onScreenLoad to Enter Value Into Field On Screen using Value From Session - ...

[quote user="richard@skoosh"]method is automatically putting that colon in and when it syncs with QB's the Billing address and Job address don't get populated.[/quote] I'm not sure I completely understand what's happening.  Are you able to take a few screenshots of your Add / Edit Work order screen right after you ...

[quote user="ADR"]When adding in Clients for Opportunities we used  "New Customer" instead of "New Lead" and I need to get the 60 entries changed to new leads without having to delete them all and start over.[/quote] The problem here is those customers are now in your QuickBooks file so without deleting them ...