Method Community

This screen has a line that says edit existing field but does not allow that action - The field ParentFullName is the drop down I need to edit. Please advise

Thank you for your reply. I would like to take your advice and use the type field and to add the options to the type drop down. I went in and can not seem to add options to the box containing the other type and I can not seem to access the field. If I need to copy something it is unclear what Perhaps you can instruct me on added items to the drop ...

I have watched the webinars, have copied customer screens and have added fields to tables, etc. I have the basics down, but without having a better overall view of the process and screen flow, I am doing a lot of trial and error and it is taking along time with no clear result in sight. I wish to create 2 globally accessable shared variables. One ...

In the primary customer/lead record I want to add 2 custom fields. This would not be a mandatory. Line of Business (alpha) and kw (decimal 3 pts) meaning kilawatts installed, needs to be a field on the new customer and/or lead field and displayable in the additional info section whether the person is a lead or customer. I am not sure which screend ...

There are no present conflicts... All wait for syn sync approval settings were unchecked. Everything has been selected as you stated. Each invoice I created goes to the non posted list which is growing When I attempt to force a sync, nothing happens and the following statements remain the same. Full Synchronization Last performed ...

yes theyt appear as non posted transactions

One more thing...it seems no financial data at all is passing between method and quickbooks. All customer data goes fine but work orders and invoices created in the method portal do not get passed to quickbooks. Please respond.

You understand correctly; however, when I do as you have suggested the invoice does not post to quickbooks accounts receivable as it should. What am I missing. The invoice is created and is printed. We were advised that these items would posterd to quickbook without any additional syncing.

After completing a work order and instructing the item to be billed, it is unclear how to effective generate the invoice in Quickbooks. We have not been able to find a solution, can someone advise or direct me to the proper procedures for getting completeed workorders to sync and issue billable invoices. thanks tom