Method Community

 

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 ...

Hi smohyee,  When you create an invoice from either an Estimate or a Sales Order in Method, you need to indicate a quantity amount of at least 1 in order for the invoice to be generated.  As a result, the report won't be generated with just the description of the item without the other invoice information such as the item code, the ...

Hi cpitts, In the new screen for Method CRM Pro for the Invoices screen (QuickBooks_Invoice from TemplateOnlineCRMQBDesktop (#374)), when you click on Edit on the InvoiceList grid, in Step 2 of 9: Grid Columns, when you select the dropdown for the Field selection, you need to choose the SalesRep field which will add the column to the grid. You ...

Okay....I'm seeing some very weird behavior now. I have a custom tab that uses the Show/Hide Tab Link action. As soon as I load that tab, my Customers tab and it's Show/Hide Tab Link actions work just fine. I may be able to get to the bottom of this soon now.

Yup. The problem is back. But I AM using Show/Hide Link....with the Options set to Always Show. That's why it's perplexing. And why would it work as expected with my login, but not with other non-admin logins?