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I am noticing that not everything from Method is coming over to QB. One example was a PO that we entered with one item and then replaced the item with another. That change never came over. I had to delete the line and add a new one and then it came over. Now, I am seeing that some sales orders are not coming over. I can create ...
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pdirect-
Here are some recent changes that have been made to Opportunities http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/11/11/method-crm-updates-november-5-november-10-2011.aspx
-Michael
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Opportunities List
New - linked field added to the opportunity table which grabs the company name for the lead/customer. (QBD & QBO)
Improved - the column “Assigned To / Name / ...
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One more thing to add is that once we do implement roles on a screen level we will have a document outlining the specifics.
-Michael
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d.weigle-
There are no existing fields besides the one you mentioned that were designed for SIC code or Business category.
-Michael
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d.weigle-
At the moment none of the standard Method screens take advantage of roles on screen objects/fields. The only place that these are set by Method right now are at the tab and tab link level. We currently don't have a list of what roles have access to what tabs but if you edit the tab it is displayed there.
-Michael
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Michael-
This issue should now be resolved. Let me know if that is not the case.
-Michael
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Before I go creating any new fields, is there any existing field besides Customer or Lead Type that was designed for an SIC code or a Business Category?
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Yes, I watched the webinar. I understand how to assign roles, add permissions, etc. But the webinar does not answer the question I asked above, which is, is there someplace where I can see a listing of the screens and actions that the "Manager" role, for example, provides permissions to.
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d.weigle-
Watching this webinar HERE will help you understand how roles work in Method.
-Michael
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