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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
My CRM Preferences
New - this is a new screen used to track CRM preferences for the logged in user. (QBD & QBO)
New - added a checkbox that indicates if the user would like new cases to ...
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Bill-
You can still use the orginal screen. What replacing the links does is it points all the screens that were looking at the orginal screen to now look at the new screen. The orginal screen still exists and if you delete the copied screen it will replace the links to reference the orginal screen once more.
-Michael
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If I copy the Method "Customers" Screen so I can add some additional info or include some additional tables/fields and I use the button "Replace links to an existing screen", will this eliminate my ability to use the original Method screen, or can I still use the original screen as well as the new one and have the data ...
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cpitts-
This conflict message comes straight from QuickBooks and it is not
something Method can control, it's basically telling you that the change you
want to make can't be done because QuickBooks is still using the record. Method
tries to push the change but if QuickBooks has the record locked then Method
can't apply the ...
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cpitts-
If you click Un-Delete for that conflict does it go away and allow the modification or does that conflict return?
-Michael
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TBranniganJr-
I'm not exactly sure what you mean when you refer to the screen getting locked up. Can you post a screenshot or email me a screenshot of this?
In regards to creating Opportunites/Leads/Customers have you taken a look at our webinars found HERE
-Michael
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No- an invoice today, and one created a couple weeks ago (our transaction history goes back to beginning of '11).
Changes are being made in Method, and the conflict reads:
QuickBooks returned an error when adding/modifying a accInvoice record.
The error was: There was an error adding, modifying or deleting
21ECA-1312839866 because it ...
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Realativley new to the program but here it is- Oppourutnity screen gets locked open on the customer screen until I reboot.
Logged in and went to create a new lead master entity then went to create job locations for the lead as he had 4 different locations. When I realized his primary info would not automatically pull I ...
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cpitts-
What's the date on that invoice? Does it maybe fall outside of the transaction history you set in Method? (QuickBooks > Synchronize).
When you are making changes to these invoices are you making the changes in QB or Method? What conflicts are the invoices generating?
-Michael