Method Community

I just noticed this as well. I was creating a new activity by logging a phone call. I wanted to link the new phone call activity to an existing activity such as an email or a work order. When I click the dropdown, all that is visible is the activity number and status. The comments would certainly be helpful in the list to know which activity I am ...

Hi Michael, There a couple of place you can get to the screen to set the defaults such as Customer Center> Invoices screen. Click More Actions and select Customize Print Templates You can follow the same steps on the Customer Center> Estimates screen Hope that helps!

Val, Have you had any luck duplicating this issue? If not I'd be happy to let you remotely log in so I can show you what is going on. I have customers eargly awaiting their invoice from me... ok, maybe they don't mind if I don't invoice them, but I would kinda like to get paid

Hey Val, Having the QB account open and synced seems to be a part of the issue. I had a few that were not showing as fully invoiced until I opened QB, then they were. I just closed QB and created a new budget and now it is not showing as fully invoiced, though the others still are. Hope that helps you duplicate the issue.

On the Budgets/contracts screen (original), all the budgets/contracts are showing as fully invoiced whether they have been fully invoiced or not. Occasionaly, right after I enter a time tracking event a budget will show as not fully invoiced, but as soon as I select another budget it goes back to fully invoiced. I'm not sure if it is because ...

Michael, We don't normally add estimate lines manually, we usually copy the items from other estimates. Today however, I had the need to add an item manually and noticed it didn't look right. I remembered seeing this post and thought it might help. After digging into it further, it doesn't appear that the sales price is always entered ...

Hi John, I have had the idea for an equipment maintenance app brewing in my head for some time. I have begun some preliminary work on it, but not enough to be usable yet. It will probably be at least a month or two before I have something ready to go into beta testing, but it might save you the time and expense of creating it yourself if ...

Hi Greg, Good news! I was able to get You Rang working with Ring Central soft-phones! It does require the installation of an additional component to allow the 2 programs to talk to each other, but once its setup the first time you shouldn't have to worry about it anymore. If you would like to give it a try, I've added intructions on how ...

Hi Victor, I just re-read the error message that I got in the email. It appears the error was that the required Name field was left blank, which would make sense because without the checkbox checked, the formula wasn't entering a value for it. I was mistakenly thinking it was because the checkbox wasn't checked.  So, yes I can keep ...

I am trying to create a web form that has checkboxes to allow the customer to choose which service(s) they would like to receive an estimate on. To be able to add the checkboxes to the form, I added Yes/No fields to the opportunity table for example: Service1, Service2. In step 3 of the web form wizard I added Service1, Service2 so that they ...