Method Community

Hi cpitts, Ronen's right, you'll have to edit the grid in order to add the field. If you make a copy of the Invoice screen (sounds like you had this part done) you can edit the grid and follow the wizard until you reach step 2 of 9. The grid is found under the Existing Invoices section displayed as InvoiceList. You'll be looking to ...

Hi There!   Would be cool if you can maybe please have a easy way to "watermark" the input fields :-) Just a suggestion :-)   Enjoy the day!

42455 Test Rajni - This is the Name in Customer Table, which i'm getting as result with MethodAPISelect_XML method when i try to insert into Opportunity table(MethodAPIInsert Method)...this is the error i'm getting Array ( [MethodAPIInsertResult] =>  42455 Test Rajni could not be found as a possible value to insert. ...

Greetings, Method Feb Ver> Bills: TemplateOnlineCRMWQBDesktop #112> Expences lines> I did a cost of good sold account, enteted the cost, put note in the memo field, chosed a customer, made it billable, chosed a class and i get a error message. I also see the delete line is missing but that could mean i only have one entry and i am ...

(--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.