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  • Re: Export to excel action

    Just updating this thread to let you know the functionality has been restored on this. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-10-2012
  • Re: Invoice error message

    [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
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-10-2012
  • Re: Invoice error message

    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
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-10-2012
  • Re: Invoice error message

    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
    Posted to Method:Classic General Q&A (Forum) by lrandall on 07-10-2012
  • Re: Invoice error message

    [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
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-10-2012
  • Re: Default date Purchase Order screen

    [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 - ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-10-2012
  • Re: complete over the top of my head

    [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 ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-10-2012
  • Re: Change from Customer to Lead

    [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 ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-10-2012
  • Converting a sales order screen to mobile

    I have a sales order (invoice) screen that has the item list in a grid. There are also a few actions and hidden fields associated with this screen. I notice that the "stock" Mobile_Invoice screen has an "Items" section instead of a grid. This appears to be the cleanst and fastest setup. I have tried to use the ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 07-10-2012
  • Invoice error message

    g'day Can you please help me with error message?  Every morning when I come in to do invoicing or if I have logged out during the day and log back in.  I am in Add/Edit work order and then when I create an invoice, I always get the following message We were unable to resolve your request. Either the screen you are trying to access ...
    Posted to Method:Classic General Q&A (Forum) by lrandall on 07-10-2012
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