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I have 17,000 items to resolve. Most say something like the following: The record with identify of 'XXXXX-XXXXX' appears to have been deleted in QuickBooks.
Any chance this is due to archiving the QuickBooks database?
Any way to delete them all together instead of 1 by 1?
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I see that my changes are now in mobile
JM
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We had an employee who became a Method user for about a week: Now, she is no longer using Method, and I have another employee to take her place. But, rather than deleting the existing active account and creating a new one for the second employee, I just edited the user and replaced all the information with the new employee's info, ...
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Related to my previous post regarding some sort of apparent bug with Customer Contacts, I now have two contacts marked as the primary 'Contact'.
How do I fix this? Is there any way to fix it through the Method UI?
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[quote user="JKM@SA"]How do I add an Invoice type?[/quote]
To do this you would have to create a screen based on the table for ActivityInvoiceType. From here you can add a grid to see what's in the table and add a few input boxes to allow entry of new records.
~C
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Paul,
You are most welcome. I'm very impressed with your
software, company and responsiveness. We are converting from
Salesforce.com and it's great to work with people that are so dedicated.
Jerry
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I looked into this further....
I exported my Contacts table and noticed a couple contacts that I was trying to add were pointing to the wrong Customer Entiy.
I think there's a bug with my Contacts screen that makes it possible to
inadvertently "move" a Contact from one Entity to another, therefore making my Customer ...
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Just found another Customer record that won't show up in search. I have not modified this record at all.
In fact, this one doesn't even show up in my Customer table export...but if I try to add it as a new Customer, it says the name already exists.
What's the deal with these "hidden" records? How am I supposed to work with ...
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I have a customer that exists but for some reason after I added a contact to it, it quit showing up in search.
I exported my Customer table and I see the record, but I can't search and find it within Method. Attempting to add the Customer again with the same name fails b/c it says it already exists.
What do I have to do to get it back ...
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Thanks Jerry! That made my Sunday.
Paul