Method Community

Hi Abbie Sherman, I just wanted to add additional information to my response above. You have to also modify the setting in Step 9 of 10: Access to Customize Screens on that wizard.  In this section, you have to put a check in the checkbox for This user is allowed to create new screens. In addition to that setting, you can also limit ...

Hi LaCrews, There are many possible return messages, Most revolve around bad data being entered. For example, a required field is not entered, an invalid email address is entered, etc.  At this time I do not have a full listing of all possibilities since we try to be as specific as possible. However I can tell you the big 3 ...

Hi BungalowMatt, You can turn a lead from a "Qualified" lead to an "Unqualified" lead if you don't see them as a good fit for your business at the current time. I would though put into consideration the Active and Inactive concept as i explained before.  The lead can certainly be considered unqualified after you have ...

Greetings, Was there a update on the credit card type dropdown list?  Its missing Mastercard, Visa, type ect... All i am getting now is CreditCard(1). I looked where you keep update notes and could not find anything releated to creditcard updating. This was working last year.  John M

 Hi LaCrews, We are working on adding calls for intuit merchant services and authorize.net. I cannot give you an an ETA at the moment, however there will be a release note when the new functions are available. Dave

 I have access to the tab, but I can't type anything in the Screen Name field and the Copy/Import screen button doesn't work???

I was going to send you a update yesterday but you beat me to it.  It works great. Thanks!

@viret56 - unfortunately, no.  While QuickBooks itself may support more than 29 characters now, the QuickBooks SDK which we use to interact with QuickBooks is still stuck at 29. Our hands are tied. If we allowed more characters there, you'd be littered with conflicts, as none of your Estimates would be accepted into ...

@csmp - great to hear.  I pass on all credit to our developers for tidying that up. I agree.....this must look about 100 times more appealing in the situation where there are lots of tabs and tab links!! Paul

 The Method table 'EstimateLine' has the field 'Other1' with a size of 29. We use this field in QuickBooks to store the color of the line item. In QuickBooks we can write a very long color description, much longer than the 29 characters allowed in the Method field. When I try to edit the size of the field I get the ...