Method Community

Thanks Ronen.  I'm trying to find where to get to this 9 step procedure.  If I could get there, I think I could manage.  But I can't get to that point: What I've tried- customize> Screens> Quickbooks_Invoice > ...then at this point, there's no edit option.  I clicked on copy, but there was nothing ...

 Already done.   Lee

Hi lvharris,  I have received the forwarded error message that you have sent me. Can you please enable the MethodSupport user for me so I can take a closer look at your e-mail settings? Ronen

Will it work with 64 bit office?

 

Hi lvharris, I just wanted to confirm your steps when sending out the e-mail through an activity because I didn't receive the e-mail through the activity as if I was the Customer/Lead in Method that you created the activity for. Please confirm if you are doing the following to send me the e-mail: In the Leads and Contacts Leads you ...

I'm punting...there's definitely an important difference between clicking on a typical Method tab for navigation and clicking a button/link I place on a screen as a different means of navigating to a screen. I can't determine what that difference is so I'm just going to make my Customers and Contacts List screen the default.

Hi Katie G, Which version of QuickBooks are you using? Is it the desktop version or the online version? Ronen

Hi khorner,  In regards to the first question in the earlier post, we only have those webinars available to give you an overview of the designer. In regards to documentation on which field belong to which table, we don't have any documentation for that. The only way to actually figure out which field belongs to which table, is to ...

Okay, I see the problem....#$%*&^%#! I have a button that when clicked links from my new Home Dashboard to my Customers and Contacts screen. The action that does this is a simple Show/Hide Tab Link. This clearly isn't the same thing as actually clicking on a real Tab as the screen loads differently. I'll have to figure it out, but at ...