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  • Report Conditional Formatting

    I have a label on a report and I want it to read either &#39;Turf Program&#39; or &#39;Estimate&#39; based on a Yes/No field for the current record. Can I do this using the Formatting Rules for the label? What would the Condition look like? I&#39;ve tried a few diff. combos but can&#39;t seem to set the label text dynamically. &nbsp; Thanks
    Posted to Method:Classic General Q&A (Forum) by Blake C on 01-03-2012
  • Re: INVOICE_INVALID_SYNC_TOKEN

    Could not add/edit the Customer &#39;assisted fertility.com&#39;. The response from QuickBooks Online was: CUSTOMER_INVALID_SYNC_TOKEN - Sync Token has expired or is invalid. Requested Sync Token: 1, Expected Sync Token: 0 It is in CRM Resolve Conflicts for this date &nbsp;Assisted Fertility &nbsp;Dec-28-2011 09:08:15 AM &nbsp; Since thge 22 of ...
    Posted to Method:Classic General Q&A (Forum) by Jeff Douglas on 01-03-2012
  • Re: Screen Out of Sync Error

    s.white- This issue is coming up because an action is point to a field that no longer exisits on the screen. For testing purposes I just deleted everything that was on the OnScreenLoad actions under the Advanced setting for a screen. -Michael
  • Re: Cant see the whole window

    Eretnoldstti- Can you send me a screenshot of this? What web browser does this happen in? Can you try using a different browser and let me know if the same thing happens? -Michael
  • Re: How to mass delete leads?

    Dan_AA- You could create a button that loops through all customers who have IsLeadStatusOnly set to True and delete them (This would delete every lead you have). I would be really careful about doing this as you want to make sure you wheres are set correctly in your Loop actions otherwise you could delete your customers too. You may even want ...
  • Re: Screen Out of Sync Error

    OK, so I just deleted what I believe are all of the screen load actions, and I am still getting the error.&nbsp; I see there is a new post on 12/29 where somebody else is getting the same thing.&nbsp; I&#39;m not sure how you identified what to delete - maybe you deleted something different than I did.&nbsp;
    Posted to Method:Classic General Q&A (Forum) by s.white on 01-03-2012
  • Cant see the whole window

    I wanted to know if there is a way to fix the window size inside method such as resolution ie the screen does not show the whole window at one time.
    Posted to Method:Classic General Q&A (Forum) by Ereynoldstti on 01-03-2012
  • How to mass delete leads?

    Is there a way to mass delete leads? We uploaded several hundred leads but now we don&#39;t want them in our database. Is my only option to go 1-by-1 through each lead to delete them, or is there a faster way? &nbsp; Thanks!
    Posted to Method:Classic General Q&A (Forum) by Dan_AA on 01-03-2012
  • Re: Can't Log Out of QB due to Method running

    Dave- Are they actually going to File &gt; Shut Down on the sync engine? Clicking the X on the Sync Engine doesn&#39;t close it down. You can also try doing a reinstall of the Sync Engine ( You can find the full steps HERE&nbsp;on page 13) -Michael &nbsp;
  • Re: Loading Leads from Excel

    &nbsp; Hi Nicole, You can use the Method Import / Export Tool to import your leads into your lead list in Method. You can view a webinar&nbsp;HERE&nbsp;that might help. When importing your leads make sure that the field for IsLeadStatusOnly is&nbsp;True.&nbsp; -Michael &nbsp;
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