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@Kvera - you shouldn't have to edit the table properties to add a new sales rep. I guess the bigger question is, have you linked this to QuickBooks yet? If not, that's the first step.
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[quote user="kvera"]This is the error I get when I go to the Sales Rep Tab under the Quickbooks drop down where you said[/quote]
I can generate that error if I type in a Name instead of selecting one from the list. If you use the arrow and select a sales rep from the list (and type in the initials) you shouldn't receive ...
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[quote user="wmcfall"]When we do a search on a tablet it will not initiate a search using an Android tablet signed in to the regular site (since the mobile site search return errors)[/quote]
Search on Mobile devices is currently logged as an issue and I'll follow up on the forums once this has been resolved.
[quote ...
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[quote user="richard@skoosh"]is there anyway we get the bill to address fields to auto complete from the primary customers bill to details.[/quote]
You would have to customize this but you can use a retrieve value from table and pull in the primary customers bill to fields and then use an enter value into field on screen to ...
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[quote user="kvera"]or don't have the correct permissions on the user that was created for me[/quote]
If it's a permission problem then the admin user can grant you access to this tab group by going to Customize > Tab Groups and clicking Edit... on the QuickBooks tab group. The first step here will allow you to grant ...
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[quote user="s.white"]Is there a way to tell me what actions are fired when you click the "close" button on the Export popup window?[/quote]
There are no action fired when you click that close button so I'm not sure what's happening on your page. I just tested a customer grid based on the info you gave me above ...
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[quote user="kvera"]but I still cannot find where you are add the sales rep names so that they will show up in the drop down.[/quote]
Hi Kvera,
Tab groups is our term for the drop down menu to the left of your username (located top right). In this drop down you should have an option for QuickBooks. Once you switch tab ...
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This issue has been resolved in our July version of Method. On the login page just below where you enter your company account, username and password there is a link to the June and July version of Method. Click July and try your invoice again.
~C
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First up, welcome to Method!
If you're familar with SQL then you should be happy with the customization possible in Method - we are SQL based. You can add new sales reps in Method under the QuickBooks tab group > Lists. There are some limitations from the QuickBooks SDK which is stated at the top of this page:
Due to a ...
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[quote user="VLocke"]Suggestions?[/quote]
Is the custom field data being dropped or is it being changed in QB? And this change only started with the recent group item addition? I'm going to review the custom field on my own local account for testing and I'll follow up in this thread.
~C