Method Community

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 ...

 Hello Stacey, Please contact your Business Systems Consultant to look into this, since it appears to be of a technical nature.

Hi, When I create an invoice from a work order, the invoice# and customer Bill To & Ship To fields don't populate. I've had this happen sporadically over the past couple months.....but, always when I save, open up another customer's invoice, and then go right back to the problem invoice, the fields populate. Annoying.... meant ...

Just wondering if anyone has a pool work order similar to the one for qxpress?  

 The new update de-selected the correct Method Integration toolbar in Outlook 2007. I have two toolbars and once I noticed that I defaulted the correct one to be selected and now can sync Method with Outlook appointments.

 I just installed 2.1.26 after seeing the notice it was avaialble. After installing I lost the ability to integrate the calendar Method and Outlook. The tabs at the top of the Outlook 2007 no longer exist. Later today I will try to reinstall the earlier version and check to make sure the add-in is allowed in Outlook. I am on a ...

 A little more detail might help. We have a generic email that all leads come in through email. I personally manage that and then assign the lead to the appropriate person. I would like the tool to recognize who the lead is assigned to and when each person integrates with Outlook it would recognize this. Currently I am assigning a unique ...