Method Community

Ben, Now we are creating more estimates we only want to send estimates to quick books when they are converted to an order. I have enabled access for method support if you coudld take a quick look to check that there is no issue with method as the retail price on the custom estimate is only populated when syncromized with ...

The support user is active, I have corrected them via the inport /export. I can reimport the old export if required to help resolve this.

The activites are added within Method usually from the oppurtunity. One example we have a new new vendor lead with an activity assigned this is now linked to a sales oppurtunity.

Hi, We have a number of activites linked to the wrong oppurtunites, how do we change the oppurtunity to which the activity is asigned.This appers to be an issue with the activity linking to the worng oppurtunity once it has been created.  Any help will be greatly appriciated Adrian

Ben, I have found out why this is happening, if the estimate is set to wait for sync approval the retail pries are not pulled over from Quick books if this is unchecked and saved the prices pull over from QuickBooks. I thought all data was synchronized?  

Hi, We customized the Quick Books Estimate by adding a Retail price Colum, The retail price is a price list level in quick books. This has worked perfectly for a number of weeks and tonight for no reason Method Stopped adding the retail price to both the screen and print preview. If we call up an old quote the retail field ...