Method Community

Hi Michael, I am still able to produce the issue. I tried refresh the page, and I even created a new Portal just to test it out again. -Alec

Hey cpitts, I will try duplicating this and let you know what I come up with. Does this always happen or only sometimes? How many items are you adding at a time to the SO or PO? Does this happen with just alot of items on a PO or SO or does it not really matter? Does this also happen on invoices or estimates? -Michael

Hi- We're finding that items within Item Tables of the SO and PO Screens are getting scrambled after "updating".  We save them, try and change the order back to what we want and save, and they continue to get scrambled.  Any thoughts on why this would happen/how we can stop it? - We need them in a specific order. ...

LaG, As it stands it won't say Arizona time. -Michael

 It won't say Arizona Time? Not a huge deal but can be really confusing.

Hi LaG, The time should now be accurate year round, in October the calendar should show Mountain time. -Michael

Hi Andy, There is currently no feature in Method like QuickBooks memorized transactions, but I don't see why it wouldn't be possible through actions to have Method create new transactions based on a template or existing transactions (It would require some sort of user input though like clicking a button). -Michael 

Are there any updates for this? This morning I noticed that we switched from Mountain Time to Pacific Time (Mexico) which technically is the correct time for us this time of year, but it will be incorrect when everyone falls back an hour in October. Our computer system times were not changed and are still on AZ time.

Hi JKM@SA, Currently you are only able to make a copy of a whole screen and are not able to make a copy of just a section or a grid. -Michael

Hi Dawn, A lead will become a customer as soon as a transction get sent to QuickBooks. So for example if you created a sales order for a lead and did not check Waiting for Sync Approval when that transcation gets sent to QuickBooks it turns the customer into a lead. -Michael