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Hi Judy,
Yes, I’m actually in the process of notifying past beta users for this app. We are packaging it this week making it available shortly.
This beta will run a bit differently than the previous Professional Services Beta. It will not require a separate Method account but will be available to import into an existing Method account ...
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Val,
Do you know when we will have Professional Services for Beta testing again?
Judy
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Hi amanda,
Thanks for the post. Actually, they are in the customer information. 2010 added these to this version. We use them to hold pricing and other info on the customers. They sit under the tab "additional infomation". only 5 of the defined shop up in the field list in method.
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Well I got that to work my new question is I dont see an area to pull Lead information. Can you lead me to the where I can go to find my lead activities.
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ok i madde it past the opening and now I have another question. I am following the webinar how to build an easy report to create a report I am having issue with the date set area my area is blank there is no information under the field area data set.
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I tried to open it again and now it has invalid object name spider security .
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Hi Gayla,
Ryan’s not in the office for the next couple days. I do see notes on this, can you please contact me?
Thanks,
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I am trying to build a report but everytime I try to log into the report designer I get the error Failed to open a list of views Reason given was that the connectionstring property has not been initalized.
Can you please help me get thru this so that I can work on writing a basic report!
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Hello Tina,
Where in QB did you populate those 15 custom fields? For instance did you use in on Invoice, Service Item, Estimate, etc? The reason I'm asking you this, is if you added the custom fields to different transaction areas in QuickBooks then those fields will be in different tables. So when you try to see those fields on one screen ...
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