Method Community

(--company account name removed by moderator--)   Thanks Ronen.

Hi LAppeal, I have a couple of questions to ask you: Is this happening on an original screen or a customized screen? In the QuickBooks tab group, if you go to Employees > Employee List, are you added as an employee? If you go to Customize > Users and cick on the Edit... link for your username, in Step 1 of 10, in the dropdown for ...

Hi Dave,  Can I please get your company account so I can troubleshoot this issue further.  Ronen

Hi cpitts, In the new Invoice, Estimates, and Sales Order screens that are now enabled on your account after the upgrade, we no longer have the checkbox for the Rep column available as an option to show on the respective existing transactions table. The dropdown thought for the Rep is still available for those screens. I hope that this helps. ...

The filter does not work when selecting 'My Active Customers...' although the customers are assigned to specific sales reps. The filter only works when a 'Shared Customer' option is selected. How should I go about correcting the problem?   Nia

It is a customized screen, but we haven't changed anything on that screen in months.

Hi Dave,  Can you please tell me if this is happening on an original Method screen or a customized screen? You can find that out by hovering the mouse pointer over the tab link which this screen is attached to. The original screen would be formatted in this fashion: (name of screen) from TemplateOnlineCRMQBDesktop ...

I just started seeing this issue.  If I pull up a different order I see the regual "&" in the address field, however some coversion/formatting is now being done on the back end and I see the "&".  Older orders with the "&" are fine, it's only the new ones where I am seeing this issue. Can ...

Hi cpitts,  I wanted to give you the update that I was able to log in successfully into your account internally, and will update you once I have a resolutions to this issue.  Ronen

Hi lvharris, I just wanted to let you know that i was able to successfully log into your account internally, and I am looking into this matter further. Once I have an update to a resolution, I will update this forum.  Ronen