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Hi pdx971,
I can't really help with this without doing a screen-sharing session, so just mention this issue when we reach out regarding your SmartVault issue. I've added it to the case notes for your case.
- Justin
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Hi Matt,
It's hard for me to tell without looking at your actions. Could you post a screenshot?
- Justin
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Hi Chris,
I've opened a support case for this, one of us will reach out over the phone and take a look at this issue with you.
- Justin
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Hi InstaDRY,
I don't quite understand what you're asking. What are you trying to get to work for the Employees screen, and what isn't sticking?
Let me know.
- Justin
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Hi Cameron,
Take a look at this forum post to see how to use Call Another Action Set. You won't be able to use this for what you're trying to do however, since you can only call an action set within the same screen.
What you can do is copy the action list from another screen. You'll have to do some reconfiguration on each action ...
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Hi wildliferemoval,
I'm going to create a support case for this, one of us will reach out over the phone and take a look at this issue with you.
- Justin
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Hi Sergio,
That is correct.
- Justin
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Hi Sergio,
May I ask why you don't want to set them up as a user? If paying for an extra license is your concern, just make sure that the User can sign-in (paid license) checkbox is unchecked when creating the user. This will ensure that the cost of your subscription does not increase.
Let me know if that works for you.
- Justin
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Hi Sergio,
QuickBooks does not allow us to sync 100% of its fields. While it allows us to sync the name of the AltContact, we don't have access to its phone number or email address. Unfortunately you'll have to add these in Method.
Assuming that the Mobile number is in Method, it should show up on a report. Which report are you ...
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Hi Blake,
Are both the Method Integration Engine and Method Integration Listener certificates installed in QuickBooks, and do they have the requisite permissions? What you're describing is a common symptom of not having the Listener certificate installed / permissioned correctly.
- Justin
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