Method Community

Hi Kelly, This is possible, but the previous restrictions still apply. They are as follows: - There will be no physical link between the estimate and invoice records. You can create your own link in Method, but QuickBooks will treat these as individual transactions. - You will have to manually close the estimate in QuickBooks since the link ...

Method Team, When I go into Method under a user name I was under when doing some customization work I am able to go back to things like recently reviewed tables, etc.  Certain things are saved just for that user.  But now I do not need access to the account until we do another round of customization.  So I want to ...

Hi ghawton, I did some testing and I am able to replicate this behaviour. Unfortunately, I don’t see any actions on the screen itself for performing email address validation on save. Due to this, I’ve created a ticket for our development team to investigate. For the time being, the only work-around that I can provide you is the ...

Hi Mahlon, Thank you for bringing this to our attention. I’ve created a ticket for our development team to fix this comment. Audisho

Hi Mahlon, Thank you for bringing this to our attention. I’ve created a ticket for our development team to investigate and resolve this issue. For now, you will need to search for the field at the top of the Insert Controls section to select it if you are unable to do so from the bottom of the list. Audisho

Edit Opportuntiy / Change Opportuntiy Stage

Hi Mahlon, Can you point me to the screen and object where this is located? Thanks, Audisho

Hi Conner, As stated by the note, this feature is not available. Roles that can view (Note: although you can set the view permissions for this control, this is not yet fully functional, but will be available in a future release of method) This was a feature we intended to release, but never quite made it out of development. At this time, we ...

I believe there were some restriction around this. Is this possible now through customization or still a no go?

Today, when saving a customer modification from the customer screen in Scheduling & Invoicing, I received the error "The Primary Email Address is Not Valid".  This appears when I have two email addresses in the field separated by a comma.  This has never been an issue before and is the norm in Quickbooks for customers ...