Method Community

I don't see either of those for Method CRM Pro for QB Desktop. When I go to CRM_VendorList Screen in Customization features as you suggested, the copy wizard pops up...how can I get to the add fields in the Vendor List screen?

Hi Lisa, You can add the Currency dropdown field to the CRM_VendorList screen. The above screenshot is from a Method for QBO account, but I've tested using a Method for QBD account as well. This will change the Currency of the Vendor in QuickBooks as per below: Hope this helps. - Justin

Hi Mahlon, I'm still not able to replicate this issue. Can you reproduce this issue with the Activity List grid? If you can, please call in to the support line and demonstrate. - Justin

if you could get Ms. P. Phan to contact me in regards to this that would be great! thanks,  Edward

Hi Mahlon, I've created a ticket for this issue. I'll keep you posted. - Justin

Hi Marcelo, Are you referring to this QuickBooks screen? If so, I should point out that this screen simply creates reports. You would have to create a custom report using the Report Designer in order to mimic this feature. - Justin

Hi Marcelo, On the button that opens your pop-up, you could populate a Shared Result before your Show Screen In Pop Up action, then test on your pop-up screen to see if that Shared Result has a value. This will allow you to determine if the screen was opened from the Bill screen. You can make the Shared Result whatever you like ...

How would you assign currency to a vendor?  My default seems to go to USD and I can't easily switch to CAD to apply HST tax.  How can I easily add a dropdown to switch between USD & CAD currencies?  -Lisa

Hi Marcelo, It sounds fine to me, but I can't say for sure since I don't know how you've set up your actions. Your best bet would be to test it for as many situations as you can, to really put your actions to the test. You could also hire a member of our Professional Services team to do testing for you, let me know if ...

Hi Edward, If you'd like to hire someone to do customization, you might want to consider an in-house consultant from our Professional Services team. Let me know if you're interested in that route and I'll have your account manager reach out to discuss the details with you. Alternatively, you can hire a ...