Method Community

Hi Alex, Here's my answer. I suggest that from your Add or Edit Work Order screen, in your Invoice type dropdown menu change the "Invoiced" type to  "To be Invoiced" and then try to create the invoice, I am sure you will be able to create it because the workorders To Be Invoiced can have invoices created. Let me ...

Hi LaCrews, Here's my answer. I have checked the Web to Lead form is working fine, but it seems like you are having issues with it. What kind of error you are getting? Did you recently made any changes to it? if you can provide me the detail, I would definitely try to help you with that. -Inder

Hi John, Before we get to the Case Table, I would suggest that we have to fix the ContactsSalesRep Field, for that I suggest  that you regenarate two more tables i.e. Contacts table and SalesRep table like you did in previous step. After you regenrate both the tables regenerate the Case table. This should regenerate the Case tabe and fix the ...

Hi Furrywombat, Here's my answer. As far as the the sync engine is concerned the speed depends on the Quickbooks SDK, the engine will work according to the properties of the quickbooks SDK. -Inder

Hi John, Here's my answer. As the Screen was working fine with oct version and it is showing error in feb version, I would suggest that you regenerate your CASE and ACTIVITY table simply by going to Customize > Tables/Fields > then click on the Cases table first and click Finish Editing Fields. Again same process ...