Search
-
-
Hello Beta Crew,
In this week’s release we’ve made several fixes.
Summary
We’ve addressed issues with preferences, actions and screens.
Details and bug fixes
Improved MethodSupport login to enable Method staff to provide better service. (ticket #PL-422)
Addressed issues with saving and editing ...
-
Hi Mahlon,
This should now be resolved. Post back if there's any issue with it.
- Justin
-
Hi Mahlon,
This should now be resolved. Post back if there's any issue with it.
- Justin
-
Hi Mahlon,
This should now be resolved. Post back if there's any issue with it.
- Justin
-
Hi Alex,
Copying a screen causes it to be regenerated. It would appear that your screen had become corrupt and using the regenerated copy fixed the issue. I’m glad to hear that you were able to resolve this.
-Audisho
-
Hi Mario,
Each transaction is stored in its own table. Invoices are stored in the Invoice table, sales orders are stored in the SalesOrder table, estimates are stores in the Estimate table etc. Additionally, the line items for these transactions are stored in their own table since the transaction to line item relationship is one to many. There ...
-
Audisho,
Thanks for the quick response. I have looked this over a bit and I've run into a potential roadblock. I wanted to export transactions so I could see what kind of information is captured as well as the field names, but I can't find a table that I can either export transactions from or to. Am I missing ...
-
Hi Mario,
This is certainly doable however, I don’t know that I would recommend it. Once you have all of this non-posted data in Method, you’ll need to be very careful when making changes to keep this data separate.
When importing your customers, I would not recommend importing them as leads. Some of these customers will already ...
-
History:
Our organization has been using SalesForce as their CRM for some time. They have also been using QB Desktop for a long time; however, a few years ago, the previous accountant found it necessary to start a new QB file, thus losing the connection between the data in the previous QB file and the current QB file. The old data ...
|
|
|