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  • Re: Shipping Address Bug

    I had something similar happen to me, but it wasn&#39;t a Method issue. Was this customer already in QB when you accessed their data in Method? If so, check the customer shipping information in QB... If the City/State/Zip are written in the fourth ship-to line as well as their designated fields, then you may have the same problem.&nbsp; Our QB ...
    Posted to Method:Classic General Q&A (Forum) by smohyee on 05-08-2012
  • How can I see all my contacts from the Activity list?

    [quote]When working off my activity list and I click on the account. It only shows one contact person how do I get the bio of another contact person from the same company without having to go back to customers and bring back up the particular customer?[/quote] From your activities list click &gt; Go To... then on the left hand side of the page ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-08-2012
  • Re: Estimates Screens

    [quote user=&quot;MikeB&quot;]I can&#39;t see any Estimates tabs or screens[/quote] The estimate screen is located at Customers &gt; Estimates. [quote user=&quot;MikeB&quot;]Furthermore, I don&#39;t see them listed as screens within the Customize tab, but I do see an Estimate table.[/quote] Look under Customize &gt; Screens and make sure ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-08-2012
  • Partial Payments

    I am working on getting invoices and down payments into Method.&nbsp; I have added the Invoice, Received a Partial Payment, and applied it to the Invoice.&nbsp; In the customer&#39;s balance in Transactions, it shows what they owe, which is great.&nbsp; When I go back to Opportunity&gt;Invoices, the balance remaining does not reflect the partial ...
    Posted to Method:Classic General Q&A (Forum) by MLDV on 05-08-2012
  • Shipping Address Bug

    Hi Method Team, I found a wierd problem that happens only rearly - I&#39;m looking at a customer&#39;s shipping address in Method. All the information is nicly entered in all fields, Ship To (3 Lines), City, State and Zip. In QuickBooks I see the information Duplicated for some reason - I already tried to sync it mutliple times. So this is the ...
    Posted to Method:Classic General Q&A (Forum) by warren_nickus on 05-08-2012
  • Estimates Screens

    &nbsp;Before plunging into the customization webinars, I&#39;d like to know why I can&#39;t see any Estimates tabs or screens. Furthermore, I don&#39;t see them listed as screens within the Customize tab, but I do see an Estimate table. Are Estimate screens simply&nbsp;screens based on the Transaction/Invoice tables? The problem is, I don&#39;t ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 05-08-2012
  • Re: Using an existing sales order

    &nbsp;Excellent - thanks
    Posted to Method:Classic General Q&A (Forum) by MikeB on 05-08-2012
  • Re: Using an existing sales order

    I just want to update this post by saying while this doesn&#39;t exist in stock Method CRM, you have the capability to build this feature in yourself through customization (or have one of our Customization Specialists build this for you.). &nbsp;All the actions exist to make a duplicate button, populate the sales order and insert it as a new ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-08-2012
  • Re: Grid "Update" button vs Screen "Save" button

    [quote user=&quot;smohyee&quot;]I guess the takeaway is that multiple &quot;Save All Sections&quot; actions in an action set causes problems?&nbsp;[/quote] This shouldn&#39;t be the takeaway as you can have multiple Save All Sections in your actions. &nbsp;I&#39;m going to test this today and see if there are any issues around multiple Save All ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-08-2012
  • Re: Using an existing sales order

    [quote user=&quot;MikeB&quot;]Is it possible to use an existing sales order as a basis for a new one?[/quote] No. &nbsp;When you select an invoice and load it, any modification to the selected invoice will update&nbsp;the invoice on screen. &nbsp;There is no duplicate invoice feature on the invoice or sales order page. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-08-2012
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