Search
-
Hi,
Let’s see if I can help get things moving. When you added the new project what Contact Type did you specify? The example I used in my Tutorial was a Fixed contract. If I were to use Hourly as an example, it would not update the Contact Amount because it’s unlikely there was actual time / Charge Qty entered at the time the ...
-
calendar is fine as of 11am . thanks for the fast service!!!!
-
I'm afraid I am off to a bad start with this Beta. I decided to walk through the Tutorial in the Quick Start Guide using as a sample a project I just started working on. I entered a new project in step 2 and input "3" as an Est Qty, $75 as a rate, and when I clicked "Update" nothing happened. ...
-
Richard -
Can you check now?
I logged in just now and it seemed fine from the Eastern time zone. I also tried logging into a computer on Central time and it seemed fine too.
I think you are on to something with the daylight savings time, though. Perhaps what happened was that the servers are in Central time and ...
-
Hello Richard,
Thank you for pointing this out to us, we are looking into it. It is our top priority and I'll keep you posted.
-
All calendar entries are displaying one hour earlier than time listed on activities, i.e., my scheduled 9Am appt. is showing as a 8am appt.on the calendar.
I think this just started today, without any changes to Method screens, etc.. Well, presumably so, that is!
Tried unchecking DST, logging out, back in. No difference.
-
Ryan,
QB was open during these events, so I'm not sure why it was happening. Especially the invoice that would not ever populate the invoice number or customer info.
I've since created a few more invoices from workorders. Some were existing customers, others were Lead Status customers. None will populate the invoice number or ...
-
Thanks, Ryan...
I'll keep digging on the Character Function, and let you know if I need help.
Do you want me to email you directly with my image-embedding process, or post it here?
Thanks for the file attachment guidance. I'll give it a try.
Lee
-
Hey Richard,
This sounds like a case of QB not being open. Let me explain what is going on.
In method by default if you do not enter an invoice #, it will wait for QB to assign one. So once you hit save, the invoice syncs with QB. It then gets the assigned Invoice #. What is going on is when you switch to another user and then ...
-
Hey Lee,
Sorry for the delay I wanted to do some testing on my end so I had up to date answers for you.
We do not have anything written to help out with merged fields at the moment. I will look into getting a webinar created that will include this topic. You are on the right track, you do need to add an action to replace the ...
|
|
|