Method Community

[quote user="JKM@SA"]Is there a way to search Customers & Leads at the same time?[/quote] Yes, please see my post below. ~C

 Sort of, but I'm a bit confused. In the "Converting Estimates To Invoices To Sales Orders" webinar, I see in the "Edit Customer" page, there is a "Transactions" section in one of the tabs near the bottom. I also notice that within this "Transactions" tab are both invoices AND estimates. We have a ...

IFurther testing has revealed that although the screen fields are not populated, the grids contained on the screen all show the 'Loading grid...' message.  If I hit the grid refresh symbol, then the grid refreshes with the correct information for the chosen customer.  i.e.  Going to the Contacts tab and refresing the ...

@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 ...

[quote user="JKM@SA"]What is this field for?[/quote] Contact Type is defined by QuickBooks and is not something we set.  It can either be Contact, AltContact or Empty.  When Empty it's a Method only contact, when either Contact or AltContact it means they live inside both Method and Quickbooks. [quote ...

@AutumnW  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 ...

@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.  Under Customer > ...

Since last posting I've tried the following to debug this problem: Changed the Customer>Edit Customer tab link to a different Edit Customer screen.  That screen works properly. Copied the problem Edit Customer screen and linked to the copy.   The same error occurs. Inserted a 'Stop processing more actions'  ...

[quote user="Arnie"] 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 > Screens, you'll notice that the screen you are referring to is not ...

Apologies I figured it out, is there third party software that you can integrate with e.g. http://www.oecompanion.com/