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Paul -
Thank you, that took care of it. During evaluation I had been signing into both separately, not realizing I had to get into Method via Quickbooks Online to maintain the link.
Emily
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Saving Sales Order Results in "Customer is a requried field. Please enter a value". I have clearly selected a valid customer from the database and yet I get that error message. As a result I cannot update the order. Any ideas what can cause this?
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Can you create multiple portals for different types of contacts? My example is that we have US dealers, International Distributors, and Direct Consumers that currently have access to our portal. In the system we are transitioning out of, we were able to specify the role which linked to the proper portal. How would I be able to ...
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This can happen when the "ticket" QuickBooks online has given to Method has expired. Tickets are invisble to you......they are just something between Method and QuickBooks that says "hey QuickBooks, mlepitt has let their Method CRM account access their QB Online data, can you check the ticket you gave me last time to see if it ...
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Everytime I try a manual sync or to grant permissions, I get the following error:
Method CRM - QuickBooks Online Sync Results
Company Account
ReQuest
Result
Aborted
Message
The ticket is no longer valid, please log into your Intuit account again.
Changes to QBO
Changes to ...
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wpdon,
The "To be e-mailed" checkbox marks that PO as to be
e-mailed in QuickBooks (QuickBooks has that same check box) it has no function
in regards to emailing from Method.
You will need to customize the Purchase Order screen to get the
results you want. I would recommend making a copy of the actions found in Print ...
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pdirect-
The Customize tab is available in the CRM and QuickBooks tab groups but with Roles now introduced into Method based on the users role they are limited to which tabs/tab links they can see.
-Michael
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Normal
0
false
false
false
EN-US
X-NONE
X-NONE
MicrosoftInternetExplorer4
...
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If the admin tab group is not available anymore, where is the tab "Customize"? Maybe I deleted it already and don't recall. But if you're lumping the "Customize" tab into the "QuickBooks" tab group, that is not a good scenario. There needs to be a separate Admin tab (by default) for this type ...
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wpdon,
How are you currently sending them out? How would you like to send them out? And what you are looking for is possible through customization.
-Michael
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