Method Community

Well that was simply to easy....I have been going to a "zillion" websites the last few days getting my new PC (all 12GB Ram) setup. I hope it will now keep up with me. I searched in the forums "method engine download" you would think some post would have been tagged with that. Thanks Paul, hope you are doing well!

JKM@SA- The issue with FireFox, should now be resolved. -Michael

JKM@SA- It could be that you are using the old cases list, the new one is called CRM_CaseList. [quote user="JKM@SA"]Where do you enter the follow-up dates for the Opportunities?[/quote] Are you referring to the Next Activity date for an Opportunity? This is determined by the next Activity that is not complete and is assigned to that ...

In Method, go to the QuickBooks tab. Then click Show Installation Steps. Paul  

mlepitt- I will have to test this, I believe there may be a check built into the tool. The other of looping through a table should work though. -Michael

Gosh, this should be so easy but I have searched and read posts. Why is it the download seems to be hidden somewhere and not out in the open? I have a new computer I need to install it on. Thank you. Laura laura@quick-training.com

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - you can now launch the edit contact screen from any of the tab sections by clicking More actions... > Edit Contact... Of course a contact would need to be selected from the ...

Rolf, This issue should now be resolved.  

 Yes, I've seen that blog.  That is what prompted my question.  We have changed the Leads & Customers List and the Opportunities List a little, so I would understand why the 2 columns would not be there.  We have not touched the Cases List.  Why don't I see the new columns there?  Where do you enter ...

I actually have already used the import/export tool to update those records with records with blank values in the columns for portal username and password.  It zipped through the upload and made no changes to the records.