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  • Customizing

    If I copy the Method &quot;Customers&quot; Screen so I can add some additional info or include some additional tables/fields and I use the button &quot;Replace links to an existing screen&quot;, 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 ...
    Posted to Method:Classic General Q&A (Forum) by Bill Brownlee on 10-21-2011
  • Re: Invoices Gone

    cpitts- This conflict message comes straight from QuickBooks and it is not something Method can control, it&#39;s basically telling you that the change you want to make can&#39;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&#39;t apply the ...
  • Re: Invoices Gone

    It returns.
    Posted to Method:Classic General Q&A (Forum) by cpitts on 10-20-2011
  • Re: Invoices Gone

    cpitts- If you click Un-Delete for that conflict does it go away and allow the modification or does that conflict return? -Michael
  • Re: Oppourtunities

    TBranniganJr- I&#39;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
  • Re: Invoices Gone

    No- an invoice today, and one created a couple weeks ago (our transaction history goes back to beginning of &#39;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 ...
    Posted to Method:Classic General Q&A (Forum) by cpitts on 10-20-2011
  • Oppourtunities

    Realativley new to the program but here it is- Oppourutnity screen gets locked open on the customer screen until I reboot. &nbsp; Logged in and went to create a new lead&nbsp;master entity then went to create job locations for the lead as he had 4 different locations.&nbsp;&nbsp;When I realized his primary info would not automatically pull I ...
    Posted to Method:Classic General Q&A (Forum) by TBranniganJr on 10-20-2011
  • Re: Invoices Gone

    cpitts- What&#39;s the date on that invoice? Does it maybe fall outside of the transaction history you set in Method? (QuickBooks &gt; 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
  • Invoices Gone

    I have invoices that synced, generated an invoice #, and then we make a change to the invoice and there&#39;s conflict (and the invoice number goes away).&nbsp; We&#39;ve made changes to invoices for months without any problems.&nbsp; There&#39;s also an invoice that&#39;s in our QB that doesn&#39;t appear in Method at all. It was created in ...
    Posted to Method:Classic General Q&A (Forum) by cpitts on 10-20-2011
  • Re: Purchase Order Open PO's

    Navitha- Did you have the sync engine running at the time of doing this? If not this could be the cause of the this. -Michael
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