Method Community

Nathan- Do you mean Categories? Method currently breaks up the templates based on Category. You can create a new Category by clicking ... on the Category drop down. -Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Portal - New Case Improved - the email being sent to the contact now uses the email template called CRM_CaseUpdateForCustomer.  This has updated html formatting for the body of the ...

Hello Again! This is probably simple but I haven't figured it out yet... How do I create folders (or views) for my email templates? Similar to the standard ones, but I want to make four seperate folders (or views), for each of our divisions. Thank you Nathan

Thank you for leading me in the right direction to fix this.  I removed the criteria to check mark is waiting for sync approval and did a quick upload to replace where it was set to FALSE.  Down side is that is still isn't linked to the Invoices so I do have to manually close them anyway, but at least they are in QB now.

mlepitt- If they were orginally a lead it would have been checked by default. Check the actions behind selecting a customer from the customer drop down -Michael

We don't check-mark that field in and in fact we have it hidden.  How do I prevent that from happening?

mlepitt- I took a look at the SO's you pointed out on the orginal Method sales order screen and Wait for Sync Approval is checked, which prevents it from going to QB. If you were to uncheck it and click Save it should go over to QB. -Michael

Katie- [quote user="Katie G"] 1. Is there a way to schedule subcontractors for a work order if they are not a user? What we are trying to do is to be able to see on our calendar which days subcontractors will be on a jobsite as opposed to our own employees. [/quote] You would still need to add them as users but you create them just ...

Let's ignore the first example I gave you about the line item update.  My issue right now is that two sales orders are not coming over to Quickbooks at all.  I have changed field values and saved in an attempt to kick start it.  I made a new sales order under the same customer and it came over.

bbullins- Logging out and logging back in refresh the screens that the tab links were pointing to, which is what resolved your issue. In regards to the report we are still looking into this.  -Michael