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  • Re: Editing an Invoice?

    Shane, There&#39;s already a field for that in the Customer Table and I think in the Invoice Table since I think I even remember having this on my old QB Invoice report. &nbsp;Not sure if Method&#39;s default Invoice screen has this, but you should just be able to add the field to the screen without adding any fields to tables. &nbsp;I think the ...
    Posted to Method:Classic General Q&A (Forum) by jnoneiliv1 on 03-07-2012
  • Re: Import Export Server is Hung

    Yeah, I think around 1,000 tended to bust. &nbsp;I think 500 ran okay. &nbsp;Curious what you find out.
    Posted to Method:Classic General Q&A (Forum) by jnoneiliv1 on 03-07-2012
  • Re: Report designer: getting Desc-only line items to show?

    Smoyee, I&#39;m curious what you&#39;re trying to accomplish. &nbsp;Are you still having your other 3rd Party software add the Description only line to QB and you just want to print the line when printing the report from Method? &nbsp;Or, do you need to enter a Description only line in Method as well, and print it? I wouldn&#39;t suggest ...
    Posted to Method:Classic General Q&A (Forum) by jnoneiliv1 on 03-07-2012
  • Re: Closed Opportunity

    Hi Katie G,&nbsp; The steps that I have given you earlier will delete the stage and I don&#39;t want you to get rid of that status. I just wanted to give you an update that I will be looking into this request internally and will update the forum post with my updated information.&nbsp; Ronen
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-07-2012
  • Re: Generate letter for Lead

    Hi emiller, These e-mail templates are designed to be emailed out to clients through activities within Method. One example can be seen in the New Activity screen under the New Activity tab link.&nbsp; The Send an Email checkbox opens up the Send an Email section for that activity which you can e-mail to the customer/lead. At this time, we ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-07-2012
  • Re: Closed Opportunity

    Hi Katie G, The following steps will help you get rid of the Closed Won stage: Go to Opportunities&gt;New Opportunity. Click on the ... beside the Stage dropdown. Click on the Select link for the existing opportunity stages. Click on the More actions... button and select Delete Opportunity Stage. I hope that this helps. Ronen
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-07-2012
  • Re: Text field has very small clickable typing box

    I&#39;ve created a new screen for adding/editing Ship-To addresses (this is mimicking a feature that exists in Quickbooks but not Vanilla Method) &nbsp; The fields are address fields, similar to ShipToAddressLine1, ShipToAddressLine2, etc that you would find in the Sales Order screen. The physical field box takes up the entire row in a two ...
    Posted to Method:Classic General Q&A (Forum) by smohyee on 03-07-2012
  • Re: Text field has very small clickable typing box

    Hi smohyee, I have some questions to ask you: What field type are you adding to the table? What is the size of that field? Ronen &nbsp;
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-07-2012
  • Re: Changing/Merging Accounts and Job Types

    When exporting to Excel, I get 3 types of customers. I&#39;ll use ABCCompany as an example, whit employee names): ABCCompany:Main Account ABCCompany:Mike ABCCompany:Main Account:Mike I want sales to be either under a Main Account (with no sub-accounts) or under an employee name. Therefore, #3 is an undesirable result. I want to change #3s ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 03-07-2012
  • Re: Customize screens please help!

    Hi IrieAlex, For the error message: [quote user=&quot;IrieAlex&quot;]&quot;Could not run the &#39;Go To Tab Link&#39; command, as there was a problem locating the Tab Link &#39;New Case&#39;. This Tab Link may have been deleted, or if you copied the original Screen from another account, you may also need to copy the Screen this Tab Link ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-07-2012
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