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Matlow99,
The screen you are looking for is called ContactsPortal_Transactions. If you go to Customize > Tabs do you see a Contacts Portal tab listed there? If so, can you click on Edit Tab Links you should see Recent Transactions as a Tab Link Name and it should open screen ContactsPortal_Transactions, if it's not listed add it and try ...
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It is an error and it appears when I click "save & email" the pop up says "can't find the Recent Transactions tab" The error is correct for some reason I don't have a Recent transactions screen or even a Transactions screen. I don't know where they disappeared to.
So How do I get the Recent ...
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Hi Michelle,
It sounds like you need to reset the computer that Method considers the Main Computer or the server computer. To do this login to Method and go to QuickBooks > Synchronize and click Reset for Computer to Sync with and then perform a Full Sync using the Method Integration engine. You may also need to reset your QuickBooks ...
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Hi John,
Are you using the new Contacts Portal or the older Customer Portal? Using the new Contacts Portal I was able to create a case and assign it to a customer and then login as that customer (or one of their contacts) to the Portal and view the case. If this is not working for you can you give me details on the steps you are taking?
-Michael
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Victor,
Can you take a quick look at the code and see what we missed on the validation? Thanks!
<!DOCTYPE html><!-- HTML 5 -->
<html dir="ltr" lang="en-US">
<head>
<title>test5 | VarZero</title>
<link rel="shortcut icon" ...
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My old computer crashed and I have had to reinstall Method on my new computer. Once the Engine has downloaded and I gave permissions to QB to allow Method to sync, the Engine stays stuck on:
2/23/2011 1:41:36 PM OnDemand from desktop only mode
2/23/2011 1:21:34 PM OnDemand from desktop only mode
2/23/2011 1:01:32 PM OnDemand ...
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The main reason for creating a case is i have a few customers that want to know what i did at the property each week. I use to leave a work order at the place of business but I would like a way to keep track of the issues. Thats why i thought making a case would work. Any suggestions?
Thanks, John M
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Good Morning,
I would think if a costomer can make a new case from the customer portal, that i would be able to create a new case and it would go to the cutomer portal as well. Is this not the case?
John M
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Andy,
I am going to assume you are getting one line on the print preview of your invoice. To fix this select the label that is printing as one line and on the Property Grid (Bottom right of screen by default) look for Multiline and change it to Yes.
To insert a section in a report right-click anywhere in the Report and select Insert Band. There ...
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Also, in Report Designer, I created a copy of SimpleInvoice to work with, how do I add a section right underneath Detail1 where I can add this Notes text field?
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