Method Community

When we open an existing opportunity and look at the activities tab for that opportunity, and try to use the "shared activities on or before today" view, it doesn't show any activities.  It's only when we select "Shared activities" that it actuall shows activities BEFORE today.  This ...

On the opportunity window, the company name no longer shows up by default.  I know I can customize it, but I try to stay away from that if possible.  I wanted to put in my 2 cents that the company name should be shown by default.  Contact name isn't as important as the company name since people come and go at companies.  We ...

I thought that was a pretty good idea, but unfortunately it didn't work.  I changed all three columns in which "name" was a separate word, and don't see any other similar conflicts.  

Tom- Try renaming removing the spaces from the headers. For example change Company Name to CompanyName, First Name to FirstName etc. Let me know if that addresses the issue. -Michael

GaryK- I updated the steps above to be more clear, I have also performed these steps on your account. -Michael

That was my first guess - that I'd missed something in that respect - but no, there are no duplicate columns.  I got your second point as well regarding blank columns, and dropped the "website" column for that reason as none of the four I was testing had websites, but the results were still the same.  Here's what the ...

 Michael, I tried this but it did not work.  When I go to edit the table, "Finish Editing" is not an option.  The options are "save and close" (which I tried), Delete or Cancel.  You can access our account to see this.  Thanks.  

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Opportunity New - now when you assign an opportunity, activity or follow-up activity to a user other than the logged in user, an email is sent to that user notifying them.  3 new checkboxes ...

Katie- Good news! The SDK does support it (If you are using QB 2009 or higher) and now Method does to, just perform the following steps:   1. Go to Customize > Tables / Fields. 2. Edit the VendorCredit table by clicking Edit Fields. 3. Click Finish Editing Fields. 4. Edit the VendorCreditLineItem table by clicking Edit ...

Katie- I will have to verify this further but I am pretty sure that the QuickBooks SDK(What allows Method to communicate with QB), doesn't support editing of Vendor credits, which means you can add a new credit but you can't edit existing ones. As soon as you click Save(If the sync engine is running) that Credit is no longer a new Credit ...