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create an estimate in method. syncs to qb desktop. at some point it disappears from method. not sure what to do to rectify this.
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Hi, is there any update on this? We have been planning to use the Android app for dispatching crews this winter and the maps component is essential to this.
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Hi there Timm,
Thanks for posting!
Just so we are on the same page - let me try to summarize here to make sure ive got it. You're trying to update details (Amount / address etc...) on an Opportunity based on details contained within the Most recent Estimate attached to this Opportunity, Correct?
Part 1 should be ...
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Hi,
I have already customized most of Method Classic myself to our workflow. The last thing is to somehow make the opportunity value match a "default" or selected estimate. Some opportunities may have multiple estimates and the current opportunity value need to be modified as new estimates are created then attached. I know ...
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It can pop be done simply by going into advanced editing mode.
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That can be done by going into QuickBooks Sync and settings.
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Hi Michahk
Thanks for posting!
I believe your suspicion is correct regarding too many emails through Gmail at once. Were you trying to send these messages as part of a campaign? - I would suggest breaking the campaign down into smaller chunks and sending again.
Are you able to send emails from anywhere else in Method? If not, let ...
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getting this email
Mail Server
smtp.gmail.com
Response from Mail Server
Failure sending mail.
Unable to read data from the transport connection: net_io_connectionclosed.
Company Account
cipaf
Server User
micahk@cipafilter.com
Use ...
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Hello,
The process of retrieving the most recent invoice wouldn't be automated. However, you can make customizations that would update the most recent invoices manually by atleast clicking on a button. I might suggest creating a last invoice field on the customer table and create a linked field to the contacts table to that new ...
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Hi djhanna,
Just testing this one out now in my own account and having some trouble replicating this - The 'Link Click' event is firing off successfully for me every time (using a go to screen action as well). Can you let me know the name of the Account / Screen with this customization so I can take a peek? Please feel free to ...