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Hi viret56,
The reason that you are getting this time out error message is because you are logged into Method with the username concurrently on either a new web browser on a new tab within your current browser.
You can only log into Method in one session and not two sessions with your username. The error message will appear for security ...
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Hi lvharris,
I just wanted to give you an update that I am looking into getting an update for the response by finding alternate ways of automatically renewing the activity.
I am going to get back to you shortly with a response once I have an update from the team on an alternate solution.
Ronen
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Hi lvharris,
Is the e-mail being sent to the same recipient 16 times? Can you test sending in the activity again by e-mailing me the template at r.gaisiner@methodintegration.com and I will confirm that this is happening for one activity.
Ronen
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Hi lvharris,
I wanted to give you an update that I am compiling the response to this question and going to contact you shortly.
Ronen
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Hi lvharris,
When you create a new activity, there is a checkbox for Recurring which opens up the section for the activity to set the parameters for the scheduling of the recrring activities. There is a checkbox there for Is to be renewed. This will automatically renew their recurring events until they are no longer an active customer.
I hope ...
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Hi lvharris,
I just wanted to let you know that I am working on getting a response to your post and will have one available shortly.
Ronen
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On second thought, now I'm not sure why I'm using the Closed flag from the Sales Order header as I can see a line by line flag in QB. I know I tried to have individual line status from the QB flags, not sure why I got stuck at the header level????
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Smoyee,
I'm really curious to know how this works out for you. Did Method and QB allow you to update the Invoiced qty field? I'm surprised that this isn't a system field that only QB can update. What happens if QB also updates the field?
I haven't fully digested this, so I'm thinking out loud.
Michael also ...
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Hey Ronen,
Thanks for your detailed answers. For me it was much easier to start from scratch as the report I wanted to create was very different (as far as the look and feel) than the WorkOrder report.
I was incorrect when I gave you the field names that I had in the report. I had the ones you listed and still no contact information shows up and ...
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Rather than a SalesRep initial, I want to use a new field called PreferredName I added for each Rep (via Employee). I want to see this in a column on the Customer Contacts grid (I'm customizing it).
I couldn't modify how the SalesRep dropdown was linked to Customer, so I had to first remove it (from the edit customer screen, and then from ...
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