Method Community

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 ...

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error:   Method CRM - QuickBooks Online Sync Results Company Account ReQuest Result Aborted Message The ticket is no longer valid, please log into your Intuit account again.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 ...

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 ...

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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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 ...

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

Is there a way to e-mail multiple purchase orders to the same party without having to send them individually?

Matt and Michael, When you create a Budget/Contract for Hourly or Hour Not to Exceed the charge quantity (Ordered column in QB) starts off with a value of zero. This explains the Full Invoiced and you can test the same directly in QB. Fully Invoiced is removed when adding approved, billable time and re-saving the Budget/Contract. This is ...

pdirect- The new CRM should consist of the following.   Tabs: Activities Campaigns Cases Contacts Portal Customers Customize Employees Field Service Center Home Leads Lists Mobile Opportunities QuickBooks QuickBooks Home Solutions Vendor Leads Vendors Tab Groups: QuickBooks Mobile Users CRM Anything else is extra . -Michael