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I am having difficulty syncing appointments set up in Outlook that have a recurrence. I am able to get an appoint to sync if it is entered in Outlook. If I make a new appointment and set a recurrence, the additional dates are not appearing in Method. I have tried setting up the recurring appointment in Method, but have not seen ...
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Hey Ted,
Another route you can take is choose Wormer from the 'Insert contacts into List Builder' and after you have the Contacts with that Tag you can then filter the Grid by Date Range.
On Step 2, customize the screen and add two DatePicker objects to the screen.
DatePicker1 & DatePicker2
Now in the ...
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Hi ghawton,
My apologies that it took so long, but as per our Method:Classic release today, this issue has been resolved. Please test this again and post back if it’s still a problem.
Thank you,
Audisho
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Hey,
Unfortunetly there is no way to toggle it to only show information on the platform you are on (QBO/QBD).
I have sent a note to our Education team to add a note on the article that will inform readers that article relates to QBD.
-- Mortaza
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It was a new account I set up yesterday or Tuesday
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I'm using QBO.
Thank you for the information.
Is there some place in Method Help where I can select the version of Quickbooks I am using so that I can get help that applies to my version of Method and Quickbooks?
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I believe there were no App updates in this deployment, was it an account you have not accessed in a while maybe?
-- Mortaza
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Don't see anything rel;ating to Apps recently, only updates
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Hey Meghan,
That screen is on Method:CRM that is syncing to QuickBooks Desktop. If you are using QuickBooks Online it won't be displayed.
Which QuickBooks are you currently connected to?
-- Mortaza
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In Method Classic we could set up other employees as method users without the ability to sign into Method. We used this for scheduling, etc.
How can I do this in Method New? See post on Dec 1, 2014.