Method Community

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

I dont understand, there is a screen called QBO_SalesOrder, surely QBO stands for QB Online...thanks

[quote user="Arnie"]I'm getting the same message when i try and preview Sales Order and Purchase orders.[/quote] The screens you're looking at have not been updated for QuickBooks Online (QBO) since QBO doesn't support them.  The screens you're looking at here are meant for QuickBooks Desktop at the moment. ...

Bump. Can someone clarify the relationship between Outlook and Method in re sending emails with read receipts? Or alternatively, whether there's any synchronization between emails sent within Method and Outlook?

When we create an Estimate our Item drop down includes Inactive Items.  How do we get it to show only Active Items?

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?

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, ...

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

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 ...

@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.