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  • Re: Inactive Items in Estimates

    [quote user=&quot;JKM@SA&quot;]How do we get it to show only Active Items?[/quote] Great question! &nbsp;I just finished some customization on my end and had to do something very similar. &nbsp; Create a copy of the QuickBooks_Estimate screen and open up the screen designer to edit this page. &nbsp;Once you have your copy open click edit on the ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-09-2012
  • Re: Customers & Leads search

    [quote user=&quot;JKM@SA&quot;]Is there a way to search Customers &amp; Leads at the same time?[/quote] Yes, please see my post below. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-09-2012
  • Re: Estimates Screens

    &nbsp;Sort of, but I&#39;m a bit confused. In the &quot;Converting Estimates To Invoices To Sales Orders&quot; webinar, I see in the &quot;Edit Customer&quot; page, there is a &quot;Transactions&quot; section in one of the tabs near the bottom. I also notice that within this &quot;Transactions&quot; tab are both invoices AND estimates. We have a ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 05-09-2012
  • Re: Unexpected error Message

    IFurther testing has revealed that although the screen fields are not populated, the grids contained on the screen all show the &#39;Loading grid...&#39; message.&nbsp; If I hit the grid refresh symbol, then the grid refreshes with the correct information for the chosen customer.&nbsp; i.e.&nbsp; Going to the Contacts tab and refresing the ...
    Posted to Method:Classic General Q&A (Forum) by Rolf on 05-09-2012
  • Re: Email opened notifications for Method external emails?

    @smohyee Sorry that I did not responded to you until now. Using our Method Outlook Plug-in, you are able to add Activities to your Method account from the emails that are sent from Microsoft Outlook. These Activities will retain the contents of these emails in its body. Because you are using Outlook to control your email traffic then the ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 05-09-2012
  • Re: Customer Contact Type

    [quote user=&quot;JKM@SA&quot;]What is this field for?[/quote] Contact Type is defined by QuickBooks and is not something we set. &nbsp;It can either be Contact, AltContact or Empty. &nbsp;When Empty it&#39;s a Method only contact, when either Contact or AltContact it means they live inside both Method and Quickbooks. [quote ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-09-2012
  • Re: Payments Processed through Portal

    @AutumnW &nbsp;Payment through a Portal are using a 3rd party Merchant Service (not Method) for these transaction. I believe that there are prompt screens that come up when using these portals receive payment. However, if the user clicks on the Submit button multiple times then I can see why those transactions are charged accordingly. We have ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 05-09-2012
  • Re: Partial Payments

    @MLDV I believe you are looking at two different areas and they are only related by the client but not by their transactions. When you are applying payment to an invoice then those values are reflected in the Transaction of the client. While Opportunities are a separate area and does not related to the Transactions.&nbsp; Under Customer &gt; ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ted on 05-09-2012
  • Re: Unexpected error Message

    Since last posting I&#39;ve tried the following to debug this problem: Changed the Customer&gt;Edit Customer tab link to a different Edit Customer screen.&nbsp; That screen works properly. Copied the problem Edit Customer screen and linked to the copy.&nbsp;&nbsp; The same error occurs. Inserted a &#39;Stop processing more actions&#39;&nbsp; ...
    Posted to Method:Classic General Q&A (Forum) by Rolf on 05-09-2012
  • Re: Error when I try to print multiple invoices

    [quote user=&quot;Arnie&quot;] I dont understand, there is a screen called QBO_SalesOrder, surely QBO stands for QB Online...thanks [/quote] Arnie - in your Method CRM for QuickBooks Online account, if you take a look at the list of stock screens listed under Customize &gt; Screens, you&#39;ll notice that the screen you are referring to is not ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-09-2012
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