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How do I add a field that can designate the stage I'm in. I have a script that has 5 parts and I want to see where I left off when I have to call back to turn the lead into a customer.
Thanks!!
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I have searched everywhere I can think of and am having an issue finding out how to make a preexisting field required on a form. I would like to make Class required for Purchase Orders (while being used for an RMA record, so I would prefer to make it unique to the screen, not inherent to the field). If I can't do that, I would ...
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How do I move a template that I've already created in QuickBooks for my proposals into Method CRM?
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Estimate
New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD)
Fix - When selecting a customer from the Customer:Job dropdown list, the “Wait for ...
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Is it possible to change a customer back to a lead if added as a customer in error? (there aren't transactions or anything tied to it)
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debwiddi-
For statements it is possible but it involves some customization, this post HERE may point you in the right direction.
It is possible to post a payment(Recieve Payment) when closing a Work Order but you would need to customize the screens.
-MIchael
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Navitha,
Using a scheduled report in Method is exactly like printing a report from QB it has the same restrictions and options. You could create a report to display this in Method using Method Report Designer. It would be a report based on the invoice table where the Balance is greater then 0 and the TxnDate is between a certain range. We have ...
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Navitha,
This error usually means that and application didn't have access to enough memory to complete its tasks therefore it couldn't continue, this is the first time I have seen this error message with the Method sync engine. There is a good chance that a lot of your system resourses were in use and that's why the message came ...
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Shelley,
What size screen are you using and what is the resolution?
Another possible solution is to make the grid a screen of its on and have the select go to a tab link with the customers info like the new Method CRM does.
-Michael
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cpitts,
The closest possible solution to this is to change the Transaction History found under QuickBooks > Synchronize, and change this setting to be a shorter period.
-Michael