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Is it possible to export the field “IsToBePrinted” from the
Invoice table using the Import / Export integration tool feature? We have several invoices that were not
unchecked in Quickbooks for prior periods.
Since there are so many, we are unable to print our invoices using the
batch feature. My goal is to ...
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So just to update my post on this thread, I did get the general email settings to work by disabling SSL. This has not changed the fact that I cannot access Sent Emails via Outlook.
After learning a little about the POP3 and IMAP protocols, I understand that this is because we use POP3, which is limited to accessing the inbox of my webmail ...
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@MisterBill - we checked it out yesterday. It looks like only the Calendar screen was designed to handle the "Include First Line" mapping preference. The Work Order List was never designed to handle it (this was a miss on our side).
So my assumption is that previously you were using the calendar screen to do mapping, and ...
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jnairn,
Since Method CRM is contact driven all of you QB customers / jobs are also listed as contacts. What you're seeing is the contacts for the actual QB customer as well as the contacts for all their jobs listed on the one grid which is normal.
If you really wanted to, you could create filters and different views for the grid to display ...
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OK. Can you elaborate on how to create a button or provide a link to a webinar/tutorial that can explain this in detail?
Being able to select contacts with a check mark box (think gmail/yahoo mail) and having a delete button could be something that really makes your product (Method) something that non-programming salespeople would ...
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I have a new site being set up - and although I have not customized the work order list screen, or any other screen as of yet, it looks like the Work Order List screen was updated 21 hours ago - and now I am getting errors.
SchedInv_WorkOrderList
Method Scheduling & Invoicing for QB Online
21 hours ago
The first error ...
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Very nice. Thx for taking care of that so quickly! I already retweeted....
/bc
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"April" version now available
The following updates are now available on the staging site. You can access the April version by clicking "Switch to the April version" when you sign into Method.
HTML Editor - we have upgraded the HTML Editor (this is the object used for typing in comments for a new activity, or for ...
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Blake - this is now available on the April version.
In the Method login form, you can click on the link for “Switch to the April version”, and then go to your user name in the top right, and click My Profile.
Paul
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Do you guys need any beta testers?
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