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When we create an Estimate our Item drop down includes Inactive Items. How do we get it to show only Active Items?
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Is there a way to search Customers & Leads at the same time? i.e. if we have a Name but don't know if their status is a lead or a customer is there one place to search both lists?
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When you add a contact there is a field Contact Type that seems to be automatically generated by Method. Sometimes the field is populated by Method and sometimes it isn't. What is this field for?
Is there a field in contacts where we can identify the affiliation of the contact to the customer? i.e. spouse, employee, ...
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Hi
I'm getting the same message when i try and preview Sales Order and Purchase orders.
Most grateful if you would point me in the write direction
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After making a minor change to my custom Edit Customer screen, I am now
getting cryptic error messages when I try to open the screen from the
Customer list. The screen loads but does not populate with any customer or contact data,
and I get the message:
Message
An Unexpected Error Occurred. Please reload the screen and try ...
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@warren_nickus
This looks like an isolated case becasue I am not able to re-produce it on my side. I will conatct you directly to examine the issue further.
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We sent a new client a link to log in with his email and pay an invoice. His payment was processed 4 times. This happened with another customer before I researched the issue with the Intuit Merchant Services & came to find out that there are no actions in place to prevent duplicate charges from processing if the client hits the Process ...
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I had something similar happen to me, but it wasn'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.
Our QB ...
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[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 > Go To... then on the left hand side of the page ...
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[quote user="MikeB"]I can't see any Estimates tabs or screens[/quote]
The estimate screen is located at Customers > Estimates.
[quote user="MikeB"]Furthermore, I don't see them listed as screens within the Customize tab, but I do see an Estimate table.[/quote]
Look under Customize > Screens and make sure ...