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I want to filter a drop down field based on who the logged on user is. But I don't see that conditional filtering of a drop down field is possible. If it is possible, could someone point me in the right direction?
I am trying an alternative approach of creating multiple hidden fields that are filtered differently. Then ...
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Is there any way to display the custom fields from Quickbooks Online in Method? We added 2 fields to the Sales Form Entry in Quickbooks Online and I would like to pull these into Method. Are they stored in any table?
Jo
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Not sure what you did but it works! I logged in and method did somthing with 11 screens.
Thanks, John M
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I am trying to edit a contact in the "edit Customer screen" the I click the contact tab , click "edit contact" and then I get the following message. Can anyone help with this?
The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique ...
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For anyone else following along, I meant to say we released the first version of the document screens in March 2010 not March 2012. Sorry about the confusion.
Time to head for the espresso machine.
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Thanks guys. I think there must be a direct way to troubleshoot this, if we can figure out what QB is looking for when it updates the Invoiced QTY on the Sales Order Line and inspect the Sales Order Line Item records and Invoice Line Item records from QB.
I cleared the resolve conflicts screen about a week ago and I've had no conflicts ...
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[quote user="pdirect"]
I wish I could hide the tab. I believe the support user is already enabled.
[/quote]
pdirect - can you please try to delete the tab again from the tab group in your account? This issue should be resolved now.
Danny
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Good day Method
Issue 1 - customer shows up as active in Quickbooks but not in Method.
I have tried to resolve this by doing
tried 3 different searches (ex Job "went off Highway", I did "went", "off", "High")
I have changed my filters to shared, not active, etc
double check that I have shared access ...
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I'll create a ticket internally and get this looked into for you.
As for storage limits, you can check it out in the link below that details what Method CRM includes. Currenly each account is allowed 250MB however this might increase in the future. Keep an eye out on the blog release. As a heads up, we haven't begun to ...
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And where can I find out what the storage limits are?
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