Method Community

I am attempting to create invoices from work orders or work order lists.  I am not getting any error message.  It appears that the request takes you into a loop.  It does not create the invoice in Method so it cannot sync into QuickBooks.  If you go straight to create invoice in Method it works.  I have tried this in both ...

 HI Michael, I do not see an option to remove filter on the home page dashboard.  When I go to the report designer, it doesn't show a filter being added.  (Mood)  Frustrated. Sincerely, "Dazed and Confused"  

I think there is a bug or I am doing something wrong. I am trying to change the default setting for my customer list. Our sales team would like this to default to ALL CUSTOMERS vs. ACTIVE CUSTOMERS. Currently, when the customer list opens up, it defaults to "All Active Customers." I found a preference in the customer screen (Grid ...

Yup. Looks good....thx.

Really? Do you have any other thoughts/speculation on root cause here? Hard to believe that others have not experienced this error since QB Payroll is such a heavily used function for all business owners. Thx

VLocke- Are you creating invoices from Work Orders? Are you getting an error message? Does this work on the November version of the site (Click November version at the bottom of the login page)?  -Michael

VLocke- The December 22 date you are seeing is for the November version of the site. There is no deadline to upgrade to the new CRM. -Michael

pdirect- I was looking for the server address. For both office 365 and AT&T we have seen port 587 resolve this issue. -Michael

Wavetec- Try this: Go to the New Activity Screen and click the ... next to the Status drop down. In the screen the pops up make sure that the Status Type for your Activity Types is setup correctly, the filter is set to only show Activity Statuses with a type that are pending. -Michael  

 Is there a way to change the date field to just include date and remove the time?