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  • Re: User Account is Locked Out While Attempting to Add OL Contact to Method

    Haiden- Which error are you clicking ok on? Are you able to moved forwar at this point even though you are getting an error? Which error is still coming up? -Michael
  • Re: Customer Invoice Print Preview

    Hi Debbie, Do you know if your browser has any pop-up blockers that could be part of the issue? What browser are you using? Does it work in a different browser? -Michael
  • Re: Customization

    [quote user=&quot;Tim B.&quot;] Danny - Thanks for the info. on the CRM upgrade. &nbsp;Considering that we&#39;re in the process of moving our previous CRM data to Method, would this be the best time to upgrade? [/quote] Tim, I would move over ASAP. &nbsp;The data structure for the new CRM is the same but we&#39;ve added additional fields to ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-19-2011
  • Re: Customization

    Danny - Thanks for the info. on the CRM upgrade. &nbsp;Considering that we&#39;re in the process of moving our previous CRM data to Method, would this be the best time to upgrade?
    Posted to Method:Classic General Q&A (Forum) by Tim B. on 07-19-2011
  • Customer Invoice Print Preview

    After creating and&nbsp;saving a customer invoice, we&nbsp;may need to print a copy without access to QuickBooks.&nbsp;&nbsp;When clicking on&nbsp;the Print Preview button in Method, we&nbsp;either get (1) a blank screen that pops up and quickly disappears or (2) an error message of: &ldquo;404 - File or directory not found. The ...
    Posted to Method:Classic General Q&A (Forum) by Debbie W on 07-18-2011
  • Re: Debugging

    Blake, I&#39;d really enjoy sharing what I&#39;ve learned so far. &nbsp;Just PM me and we&#39;ll get hooked up. Regarding the QB back end to Method, it really works great. &nbsp;I had my concerns, but when you get down to it, QB just really needs the &quot;Posting&quot; transactions. &nbsp;So for example with Quotes, Orders, and Invoices, QB ...
    Posted to Method:Classic General Q&A (Forum) by jnoneiliv1 on 07-18-2011
  • Re: Customization

    Tim, Before you start to customize the screen, you might want to check out the blog entry I just posted. &nbsp;The new CRM does exactly what your asking and if you&#39;re already using Method CRM or Full Blown Edition, it is free to switch. &nbsp;It is awesome and I LOVE IT! http://link.methodintegration.com/MethodCRM2
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 07-18-2011
  • Customization

    Under the Customer Center tab, it shows information regarding that customer. &nbsp;Many of our customers have several contacts. &nbsp;Within the customer table, can I create a drop down list in Contact field where it shows all current contacts? &nbsp;Or, do I need to create another tab called &quot;Contacts&quot; in the customer table? &nbsp;Which ...
    Posted to Method:Classic General Q&A (Forum) by Tim B. on 07-18-2011
  • Re: Pro Services Invoice with multiple budget lines

    Michael, Just wanted to update this thread, I suspect the reason behind this is on Budget / Contracts with decimal values for the charge quantity. The same can be said if you try to invoice from the standard (non Pro Services) Sales Order screen. We&rsquo;ll be looking into this and keep you posted.
  • Re: Debugging

    Awesome! Thanks for the additional info. I may be messaging you directly with some of my questions in the near future since you have clearly done a lot of dev work with Method to this point :-) Do you use the same QB company file for both your Accounting and Back End? Having all this stuff - e.g. product catalog, estimates, orders, and invoices - ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 07-18-2011
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