Method Community

Hi Pdirect, Thanks for the suggestions. We are have some changes planned for the List Builder which do include filters but at the moment I don't have a timeline on when these changes will be implemented. You could navigate away to another screen but until the List Builder finishes processes other processes will be put on hold, so if you go ...

We have over 10,000 customers in our database and List Builder takes a LONG time to fill itself with our entire customer list.   First, 2 suggestions. It would be a lot more efficient if we could set additional criteria before filling the list such as filter by rep, customer type, etc. And it would be WONDERFUL if we could save ...

jim@jbtss, You will need to customize the estimate screen to do this. In the text change actions for the Item drop down on the grid, you will need to enter the sales price into the Cost column(Which you may want to rename). [quote user="jim@jbtss.com"] if changed will update the rate of the item sales price in quickbooks[/quote] For ...

Rolf, I am still looking into this. What browser do you normally use for Method? -Michael

Hi smohyee, It looks like your last question was answered HERE. -Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Improved - optimized when pop-up screens are opened for Contacts, Activities, Opportunities and Cases so that grids only refresh when they need to. Improved - the “Convert” ...

I want to be able to view the sales price (not cost) of an item in the estimate screen and if changed will update the rate of the item sales price in quickbooks.  I am not seeing where to link the two.  

Michael, Have you found out anything further on this issue? thanks, Rolf  

Hi KatesReaFood, We're glad you were able to get it working.  Sorry about missing you last reply to this theard but sometimes posts can get lost, especially when they are long threads.  In the future, feel free to give your post a bump if you don't hear from us.   We'll always try and point you in the right direction ...

My apologies for the delay, but thank you Michael!