Method Community

I did some more research on this and another potential issue is the account you have selected for the Bill line items, I believe it has to be an expense account, otherwise it will get rejected by QuickBooks. -Michael

Paul, I resolved the issue of sales rep.  THX! As far as the Bills that wont post to qbooks i have tried several diff scenarios and still no luck. I have changed to "has been billed" " not billable" and " billable" and added a customer still wont sync      

To update this forum post. Based on information from another post, I tested this on portals and was able to duplicate this issue and am creating a ticket for it. -Michael

HarryWho- I tested the issue with apsotrophe using portals and I was able to duplicate the issue. I am creating a ticket for this. -Michael

Jamie- I still have only been able to duplicate this on files with & in the name. Once I let you know that the fix for file names with & is out, test it again and see if the issue is resolved. -Michael

Please help me withe the following questions:. I need to quickly upgrade to enterprise because of file size restrictions is there anything i need to do to makes sure there are know glitches with method? I also was told in Enterprise i can have 2 company files open at same time, if this is the case can method sync to 2 seperate company files at ...

Thanks for the quick response.  I did play around wih this before and I couldn't remember how to access the templates

Funny - I was working on a project this evening that references the exact same templates. Here are the templates: CRM_ActivityAssignedToUser - For a regular new activity. CRM_Follow-upActivityforUser - For a follow up activity. You can edit the templates under Home > Email Templates. Paul

I would like to modify the email that goes out through the New Activity screen.  Specificaly I would like to add an additional field to the "subject line".  How do I find the actual email template that I want to make a copy of and modify? Jo  

Thanks, I managed to sort this out on our windows pc's. I now still have an issue with our Apple Mac, all regional settings are set for South Africa but the PDF''s are showing up in Dollars. What can I do to resolve this?   We have also a further issue as my pc will display Rands when printing but if we save and send email to ...