Method Community

I'm getting an error message when i put in new leads into my crm. Here it is: Since QuickBooks Online does not support an active/inactive status for customers, you cannot set this customer to inactive. Can you tell me why I'm getting this message for new leads?

 Can you tell me if this has changed in the current Method CRM as of 6/5/2012?  I'm not seeing a lock when hovering over an unmodified Customers/Invoices tab link.

I figured out my problem. The Go To Screen action is ok to use - as long as it's used consistently. I found that I was using the Go To Screen action on my Buttons, but using Go To Tab Link on my Go To links. Now that I've made them all Go To Screens - it's working like a charm.

My Portal screens, including "Back" button actions were copied  from another account and are identically set up. However, the portal for the account I copied from isn't having any issues and I can't remember experiencing this just last week when I was testing, but focusing on other issues. Each "Back to Home" link ...

[quote user="JKM@SA"] Is there a way to copy that button, or all the actions associated with it, and just change the report name reference?[/quote] Very simple here - make a copy of the FieldService_WorkOrderList screen and open it for editing.  Scroll down the to Print/Email section and you can see the button for Print Work ...

[quote user="micheleh"]Can I add fields that are needed for the central station but we don't need here and are not part of quickbooks? And - can that completed form be printed to PDF so I can 'attach' it to that customer record in QB as well as e-mail it to the central station?[/quote] Absolutely.  This is the beauty of ...

 Oh, and when I go to the main Method environment and use the Export to PDF option that I've attached to a button, the PDF is 6 pages. It should be 3. The Method version contains a lot more entries than what I see in the Report Designer.

 Here are my steps: Open "ManagerDashboard" in Method Report designer This report is called xtraReport11, and I make sure I select this in the report explorer window on the right. The property Grid on the right also shows the attributes for the report. I go to the Preview tab and then select the Scale button in the secondary ...

[quote user="micheleh"]is that an option?[/quote] It should be.  From what I gather you're trying to build a scheduling app where A must be complete and billed before B then C is available.  I would look at your scheduling lookup table and add columns to cover complete and billed status.  When you poll a customer to ...

[quote user="smohyee"]It was only this particular payment that created a synch conflict, which I copy/pasted for you above.[/quote] Because this was an isolated incident on your invoice I'm thinking something went wrong with the data entry.  A little digging on your conflict and I got this information:  This error occurs ...