Method Community

I just got the motorola tablet with a verizon (slow ..edit custermer activity not working well) trying to work portable to do paper work at peoples homes i clean at.....   maybe i dont know my way around but this is not looking good so far....      

Well, *that* was embarassing... you were right, the Sales Rep table didn't have phone and email values where I was expecting them. I exported the Sales Rep table and updated it, but now when I try to re-import, a strange thing happens: I can't select "Phone" as one of the Existing Fields for that column, because "Phone" ...

Matt - which step number are you getting stuck at?

Thanks paul, Do you know the process to making this change? I have searched through my account on the intuit site and can't find where to change that.

Lee, I exported my Customer table and took a look at the TimeModifiedAccounting field and then rebuilt by QuickBooks file and performed a full Sync and then exported the Customer Table again. The TimeModifiedAccounting field did not change but in my case my file wasn't corrupt so I can't say for certain if the same will apply to you. ...

Lee, I didn't try it in your account; I tried it in my account which was having issues similar to yours previously. I would confirm that the Sales Reps have an email and phone listed. The best way to do that is export the sales rep table(Method currently doesn't have a sales rep screen) or go into QuickBooks and look at the employee that ...

We had to rebuild our QB file yesterday after having login issues. At least one Changes synch completed after the rebuild (12:18 pm) and we shut down the Method engine at that point so that it wouldn't impair QB performance on that system. We restarted Method at approximately 5:00 pm, but at some point after 6:00 pm (the last time it was ...

Use the path: Sales Center | Contact Activity | Send Email | Use Template: General Follow-up I didn't see your linked field in the Customer table; did you delete it after you tested it?    

Hi Fran, You can create just a ItemReceipt but it would have no items to it, so if you want to add items you would have to add records to ItemReceiptLineItem. The RecordID field from the ItemReceipt table is used in the ItemReceiptRecordID field in the ItemReceiptLineItem table, it is what links them together. -Michael

Hi Lee, What screen are you sending an email from, are you using a customized screen or a standard screen? I created a linked field call Customer.SRPhone which links to the sales rep phone and it was able to merge successfully. -Michael