Method Community

Hi smohyee, The SalesOrderLineGroupRecordID represents the item group that you have created which represents several individual records IDs that you would not like to place individually on a sales order. This is also applicable to the invoice and its InvoiceLineGroupRecordID. I hope that this helps. Ronen    

Yeah, that's what I meant by "we're working towards....".   The platform supports it.  The CRM app, however, doesn't. The standard screens need to be updated to support this new feature.  Reason being, they need to specify the contact id, otherwise it doesn't know which email address to put in. ...

ok i see where there is now a checkbox under customize/portals/contact portals and i put a check in that box did a test but it's still asking for an email address....

First a little background.   We created a new role: Account Manager.  We made a copy of the Edit Oppotunity screen and customized it.  We are currently testing our work with two user roles, Account Manager and Administrator. Now the problem.  When an Account Manager is signed in and the Edit Opportunity screen is first ...

Hi lvharris,  I have great news. When I logged into your account with the MethodSupport username, when I entered your full e-mail address in the Email User Name field for the default e-mail settings, I was able to successfully test sending a single e-mail to myself within an activity.  I also send you a test e-mail for the ...

In line item tables, such as SalesOrderLineItems or InvoiceLineItems, there are several RecordID fields.  First, there is just the RecordID, which I assume is the ID of the individual line. Second, there is SalesOrderRecordID (or the Invoice equivalent), which associates a line item with a given Sales Order.  There are a few other ...

Hi Sunny,  [quote user="Sunny"] We have 2 types of customers - a private individual and the corporate customer who is a client on behalf of their company   For the corporate customer we normally want to know their position in the company and also the company name  - for the private individual this info is unnecessary - ...

Hi John M,  You don't need to worry about this because the estimate information is still saved in your QuickBooks company file and within your Method account. The number is just not coming through and I want to troubleshoot it further. Can you please enable the MethodSupport user for me and e-mail me at r.gaisiner@methodintegration.com ...

Ronen, What i ment was, when i create a estimate i get a estimate number on any new estimates after your method update. All my older estimates dont have numbers.  That means im missing 20 estimates. Should i worry about this becasue i can still see the estimate in quickbooks and method.  John M

Hi lvharris,  Can you please e-mail me at r.gaisiner@methodintegration.com the e-mail settings which are working for you? Are you setting up the default e-mail settings for your entire account, or are you setting the e-mail settings for each individual user? When I logged in, I only noticed that the default e-mail settings were set but not ...