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Just tested it on my account and I'm unable to replicate this. Left both the email and opt out checkboxes blank and selected only Active Customers. Generated my list and I saw only customers with emails that are not set for opt out of marketing. For the purposes of this test I intentionally set several of my contacts for opt out of marketing ...

Do me a favor: Disconnect and shutdown your Method Integration Engine, then remove the data from those fields, and Save. Reload the screen after a few minutes, check the Sales Order you edited, and let me know whether the fields are populated again or not. - Ashur

Apologies please see my edit below. + Company + Invoice  <---- Expand me + InvoiceLine + Company + Invoice    -Field 1    -Field 2    +InvoiceLine       -Rate <---- Use me       -Qty    -Field 3    -Field 4 + Invoice - Ashur

When you open your report, look at the Field List section, usually on the right side of the screen, and ensure you're using fields from the correct detail table. You want to use the fields from the InvoiceLine table and drag them to the Detail section of the report. Example below. + Company + Invoice + InvoiceLine <---- Expand ...

Just tested it using your QuickBooks_SalesOrder screen and it worked fine. Go to Customize > Screens and click the View button that comes up to the left when you hover over the screen name. Click the first Sales Order on the top of the list, last four digits are 0111, and you'll see I was able to save it with the Due Date, Customer ...

Hey kdellaripa, Did you create the custom invoice template in QuickBooks or through the Method Report Designer? If It's the latter then open your report and check the properties of each of the line item fields, i.e. item type, description, quantity, etc. You want to make sure that the padding or border is not set to a crazy number which ...

Hey tom, You shouldn't be getting an errors when attempting to export your Contacts table. If you're consistently receiving an error please call in and speak to Support so we can troubleshoot the issue. In the meantime you can create your monthly newsletter campaign in Method under the Campaign tab and then use the List Builder ...

Ensure you are not editing any screens, Publish then Save & Close. Try regenerating your Sales Order table; just find the table and click Edit Fields..., when the edit fields screen pops up just click Finished Editing Fields. Now try testing your stock screen again to see if that worked. If the issue persists please enable your ...

Hey Dave, I just got off the phone with CF_Pro who asked me to post this on his behalf since he was on the road. I accessed his account to confirm the information and also regenerated his Customer table to be on the safe side. He's setup with a standard Method Pro for QBD account, the last full sync and changes-only sync were performed ...

Hey Blake, Are you making sure to Save your changes? There may also be some other validation rule you have setup, i.e. if Due Date is blank then stop processing more actions. I just tried this on my stock Sales Orders screen and was able to successfully remove all values in the Customer Message, Due Date, and Memo fields. Reloaded ...