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John-
[quote user="John M"]1. I looked around my method account and in here on how to get link qbo to method and i could not find anything. Do i need to call this in for instructions?[/quote]
When you sign up for QBO you will have access to install Method through the Intuit App Center.
[quote user="John M"]2. If I am using a ...
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Greetings.
I am looking at moving my quickbooks desktop 2009 data to their online version.
1. I looked around my method account and in here on how to get link qbo to method and i could not find anything. Do i need to call this in for instructions?
2. If I am using a custom field in items (from the qbd) and i have a report that is based ...
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That worked. I did find that user logged in at 9:56PM and the email went out at 10:01PM, so I feel fairly certain somehow it was caused by an action by the user in the portal. He was overdue, so it was accurate - just poorly implemented.
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mlepitt-
If the AuditTrail export times out another option is to export the UserSignInLog table, it may have some of what you need as far as who logged in at the time of the email being sent.
-Michael
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lpierpont,
You will have to recreate the Tab and all the tab links.
This may help however.
Below is a list of the setup of how the Activites tab should be, if you are using QuickBooks desktop the difference is that the screen name start with CRM_ instead of CRMQBO_
Tab: Activities
Tab Link Name
Opens ...
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the problem is that i don't have an Activities tab. i had copied it to edit it, so I had an Activities tab and my own customized Activities tab. it seemed confusing, so I deleted the Activities tab and it's components. seems like it got rid of all those fields too? how do i get that tab back?
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mlepitt-
Try exporting the AuditTrail table using the Import/Export tool.
-Michael
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lpierpont,
Try this:
Click Customize > Tabs.
Scroll down to the Activities tab and click Edit tab links on the right.
Make sure you have a Tab link named Edit Activity and that it is pointing to the CRM_NewActivity screen( or CRMQBO_New Activity screen if using QBO) .
Click Finished ...
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Tscotto-
I was able to duplicate this issue with some addresses. I have put in a suggestion to update the way the address to map is built. If or when this change gets made to the standard screens I will update this forum post but currently I have an ETA on this.
-Michael
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Tscotto-
I will look into this and get back to you.
-Michael