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I finally decided to log out then back in and it is now correct
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John,
Were you able to do this? We are looking into doing the same thing. Please let me know if you were able to figure this out.
Thanks,
MVI
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OK, I have created the fields and modified the screen. everything worked as expected so I went back to the form to add the rest of the fields I had created. They are available, I add them, I publish them< i save and close them and then for some reason the new additions disappear, I go back in, add them back, publish and sabe again only to ...
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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