Method Community

Hi, I set up a new user role and tab, but cannot see them.  I also set up the new user a month or so ago and the login information is not working. Thanks for your help. Cindy 

Amanda, I saw that someone else was having a similar problem on another forum. The response to that thread fixed the following 2 problems for me as well by adding a default date format on the Customize > Display tab such as "mmm-dd-yyyy 1. When I selected a date other than the default of today's date, the month changed from ...

 Hi Mike, I added 2 tab sections to my Customer List screen then added 2 textboxes from "Add Objects" and I clicked 'Save' under the Address Info tab section and the information was saved in both textboxes. Can you try removing the Job Notes text box from the screen, drag a new text box and see if that works? If I miss a ...

hoping i could speak to a method crm user. I am contemplating moving to method - the qb integrations seems great but i'm concerned about how the crm stacks up. we currently use salesforce and would like to know someone who is actively using the crm for sales leads and your opinion of how the product meets you needs. please feel free to email ...

Thank you so much for your assistance. I will be trying out the firs option. If I run into trouble i'll letyou know.  

Hi Amanda I'm talking about tab sections on the Customer List screen I dragged the text box object from the objects list and dropped it onto the screens. What do you think? Havefun   Mike

Dave, In addition to Paul's response, I'd like to ask that you please review the webinars that have been made available to you.   Many of the questions you are asking around Method Warehouse are addressed in these movies.   Thanks, Danny

Hi Dave - I need you to review my responses from: http://www.methodintegration.com/cs/forums/t/705.aspx and http://www.methodintegration.com/cs/forums/t/735.aspx I took some effort to really outline the differences between a QuickBooks BuildAssembly and a QuickBooks ItemInventoryAssembly.  This question is a repeat of what is already ...

 Paul, Q1.  We may not be talking about the same thing, let me explain better.  I am familar with the ItemInventoryAssembly screen and API to add a new item and parts. Such as "Bicycle Model 2000".   What I am asking about is the process to Build say 1000 of these bicycles.  Qb has ...

 Ann, Happy that you are now able to log on. It turns out the checkbox for "User can sign-in (counting toward my paid licenses)" was unchecked. This can be found under Customize > Users > Select a user and on step 1 when editing the settings for the user. Once that was checked, it worked.