Method Community

Hi Grif, Recurring activities will be coming to Method:New, they just haven't been implemented yet. I don't have an ETA but keep an eye on the Releases and Updates post. - Adam

I have added a custom field to both my leads and customer tables/screens.  How do I ensure that a new lead, when converted will push the custom field over to the new customer entity? thanks,

thanks!

Hi mholden, By default, the Vendors tab is located in the QuickBooks tab group. You can find the QuickBooks tab group by hovering your cursor over the current tab group (this is to the left of your username in the top right hand corner of the screen) and selecting QuickBooks from the dropdown menu. If you would like to be able to access the ...

Hi Ty, I see what you mean now. I'll bring this up to the team. - Adam

Same issue as this thread: https://www.method.me/cs/forums/t/6603.aspx  Jeff

Hi Henry51 I believe you spoke to one of our support team yesterday and don't need further assistance. If this is not the case just let me know. Jeff

Hi Grif, I tested this on my account and the email that is sent includes a link to the customer’s guest page. When I originally tried to send the email, I received an error that I needed to make the ‘Guest - View Estimate’ screen public by navigating to Manage Apps -> Estimates -> Edit App -> Guest - View Estimate ...

Matt - Thanks. Those are great ideas!

We often receive advance payments for sales orders that, in QuickBooks, is easy enough to just create an unapplied payment to be applied at a future date (when sales order invoices). However, I cannot seem to make a ReceivePayment entry with no referenced invoice or other transaction that will sync. I get a sync error mentioning that it ...