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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 ...
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I am working on getting invoices and down payments into Method. I have added the Invoice, Received a Partial Payment, and applied it to the Invoice. In the customer's balance in Transactions, it shows what they owe, which is great. When I go back to Opportunity>Invoices, the balance remaining does not reflect the partial ...
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Hi Method Team,
I found a wierd problem that happens only rearly - I'm looking at a customer'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 ...
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Before plunging into the customization webinars, I'd like to know why I can't see any Estimates tabs or screens. Furthermore, I don't see them listed as screens within the Customize tab, but I do see an Estimate table.
Are Estimate screens simply screens based on the Transaction/Invoice tables? The problem is, I don't ...
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