Method Community

Michael, I am guessing that when i did the update it removed my Recent Transations page, i am not sure.  Put a link in and it works great. thanks!

John, [quote user="John M"] CRM Pro> Leads> Estimates>Save & Email: I get the following error. Action Sequence 38 Cound not find the tablink Recent Transaction. CRM Pro> Leads> Invoices> Save & Eamil: I get the following error. Action Sequence 40 could not find the tab link Recent ...

Hi John, I will take a look :) -Michael

Hi Matt, You could customize the screen and for its default value enter Non but what normally happens is when you add a new customer in Method if the Sales Tax field is blank when that customer gets pushed to QuickBooks, it will get assigned the default tax code you have setup in QuickBooks. -Michael

Greetings, CRM Pro> Leads> Estimates>Save & Email: I get the following error. Action Sequence 38 Cound not find the tablink Recent Transaction. CRM Pro> Leads> Invoices> Save & Eamil: I get the following error. Action Sequence 40 could not find the tab link Recent Transaction. CRM Pro> Case> Edit Case> Case ...

In the Customer Center, Customer Tab, On the "Additional Info" Screen, in the drop down "Sales Tax Code" field what is the default setting? Most of our work is in Oregon where there is no Sales Tax. I would like to set the default to "Non" tax. Is that possible?

Search Customer List and Search Contacts List When clearing the filters on the screen by clicking “Clear”, Method will now take the cursor to the Full Name box automatically (QuickBooks Desktop and QuickBooks Online) Updated so that hitting the “Enter” key triggers the actions located in the “Search” ...

[quote user="m.mehr"]Deleting invoice created in QB and rebilling through Method using the same invoice number is how I would probably do it.[/quote] Yes, this is how I would go about it.  

Hi Kerry, There is a website address field at the contact level. When editing a customer if you go to the Contacts tab section and click Edit Contact to edit a contact you will see a field where you can enter a website address. -Michael

Hi Val, Looking good, thanks for the efforts. The only issue I can see is that I took your advice on doing an invoice from within QuickBooks based on your statement, "The beauty is that the time tracking entries will be update to reflect ‘HasBeenBilled’ and the quantity remaining to-be-invoiced will be updated as well." ...