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  • method won't sync qb...

    i went to do another synch (as i just go in and do the synch on the main computer w/ the qb file open etc, manually, not continually sync) .. but there is no &#39;m&#39; icon in the sys tray - but that&#39;s where i sync&#39;d it last time and so shouldn&#39;t i see that and get a sync going?
    Posted to Method:Classic General Q&A (Forum) by chrismyrs on 11-14-2010
  • Re: Export/Import function

    L.fisher,&nbsp; &quot;1 Choose to import or export 2. Pick a table 3 Choose File to import 4 click &#39;import data&#39; &quot; -That&#39;s correct. Once you click Import Data, you get to the next screen &quot;Prepare Data&quot;. &quot;Also, can you tell me if the RecordID is a column header in addition to the Entity?&quot; -If you are exporting ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 11-13-2010
  • Re: Export/Import function

    &nbsp; When I choose the file to import and click the import data button, nothing happens. &nbsp;
    Posted to Method:Classic General Q&A (Forum) by l.fischer on 11-12-2010
  • Re: Export/Import function

    All I&#39;m seeing is:&nbsp; 1 Choose to import or export 2. Pick a table 3 Choose File to import 4 click &#39;import data&#39; Also, can you tell me if the RecordID is a column header in addition to the Entity?
    Posted to Method:Classic General Q&A (Forum) by l.fischer on 11-12-2010
  • Re: Export/Import function

    Laura, If you pick a table first and click Import Data you&#39;ll get that option. Paul
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 11-12-2010
  • Re: Export/Import function

    &nbsp;Paul, I am trying to do this.&nbsp; But on the Import data screen, item # 2 says to &quot;Pick a Table.&quot;&nbsp; I&#39;m in Customize/Integration Tools/Import/Export Menu. I don&#39;t see &quot;2. Set Options&quot;.&nbsp; Set &quot;Update existing records by matching the key fields&quot; to be checked&quot; anywhere.&nbsp; Can you ...
    Posted to Method:Classic General Q&A (Forum) by l.fischer on 11-12-2010
  • Re: Time Tracking

    Steve - this post is a bit redundant for you as you also posted in another dedicate forum. But for our other users... This&nbsp;Method account was never properly set up for Right Networks which requires that TCP/IP Supports Roaming. This is an option that would have to be enabled (by us) when using Method with Right Networks&hellip;but ...
    Posted to Method:Classic General Q&A (Forum) by Method_Valbon on 11-12-2010
  • Re: Opportunities - add additional contact information

    Hi Mike, I&#39;m going to take a shot in the dark here... By default clicking on the customer name uses the action Go To Tab Link and by default it takes you to the Customer Center&gt;Customer List. It looks like you created a new tab named RH Customers and either deleted or don&#39;t have the Customer Center tab visible in the role you are in. ...
    Posted to Method:Classic General Q&A (Forum) by Matt on 11-12-2010
  • Re: Automatic Syncing?

    That&#39;s too bad. &nbsp;Thats about the only suggestion I have at this point! &nbsp;It would be priceless for the guys at the shop to be able to update everyone&#39;s activities and have them automatically reflected on the calendars of the techs. In addition - direct communication with Exchange would be stellar - especially for us MSPs who ...
  • Time Tracking

    Have a problem with Time Tracking in method, it is not carrying over to Quick Books. [The error was: There was an error when saving a Time Tracking. Quick Books error message: Billable activities must have a customer:job and service item.] These fields were filled in. Time Tracking was posting up until the 3rd of November. We are connecting to ...
    Posted to Method:Classic General Q&A (Forum) by s.valese on 11-11-2010
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