Method Community

Hi Karen, Is there a reason you are looping through the grid?  I would suggest using "Retrieve value from table", unless there's a specific reason for using the loop.  Also, can you tell us what values are in the actual (hidden) QTY and Rate fields?  Calculations are done in the background to determine the ...

Denice, If this was a custom screen you were using, consulting will definitely be able to help you.  I did also find an issue with the stock invoice screen for Scheduling and Invoicing and put a ticket in for that. - Adam

Hi Denice, Can you tell me which version of the CRM you are using?  The desktop or QBO version?  Also, does this happen within the main CRM, or an add-on like Scheduling and Invoicing or Field Services? - Adam

Mike, We do have a "Mark as Invoice as Pending" in Method CRM for Quickbooks desktop.  Are you using our desktop or QBO version? I believe this is not checked by default. - Adam

Hi Shannon, You can email me the details of the conflict.  I'm still a bit confused how inactive customer got into Method.  Is it possible to delete the Customer in Method and re-enter them? - Adam

You're Method to Method connections look correct.   - Adam

Mike, It does look confusing.  I can see if there's a linkage table, but to my knowledge there isn't one.  - Adam

Mike,  I was a bit mistaken with my previous post.  You can create the Help Centre like structure from Knowledge Base tool under Customization > Integration Tools.  You won't however, be able to keep this internal.  We have an internal feature request in place, but I can't give much of a timeline as far ...

Hi Denice, What screens are you trying to load?  I'm not experiencing much slow down on my end.   - Adam

Neil, John's post above would be the way to do it.   John - Thanks for the quick post.  :) - Adam