Method Community

I am trying to modify the lead and contact list screen to show date / time the lead was created, I cannot seem to find the correct screen or table to modify. Is there a quick way to find this information without having to keep guessing?

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Invoice Fixed (#3398) - Removed the hard-coded currency value on the currency fields. (QBO) Cheers, Ashur

Hello industrialrobotix,      It may be one of the action results that is not set correctly.  You will have to find where they are set and see if they are being generated correctly.  Also, compare the URL you receive from the email (what's in the URL bar when you get the error?) and the URL when you open the ...

Hello Cindy,    I have had this problem reported before.  Here is the link to the previous forum post about double dollar signs $.  I was not able to diagnose the issue over the forums.  The best thing would be to give Method support a call.  The number is 1-888-925-6238 x2.  Support can look through the system ...

Ok I made some headway and got the save and email button working on Sales Orders screen.  Only issue I am having is that whith the portal url.  I am not sure what fields to use to bring the customer to the actual Sales Order transaction.  I copied most of the button actions from Invoice and Estimates.  The customer can log in ...

Recently it seems like some of the "Money" fields on screens of displaying leading "$" as "$ $". It doesn't seem to happen the first time it load...but second time has this appears fairly consistently. Thoughts? I'm wondering if it's a regression issue with the latest release. --Cindy

Thank you so much, Greg!!!!!

Hello industrialrobotix,      The field 'to be emailed' on the Sales Order screen is actually the email option for the QuickBooks side.  It is the same field in the invoices screen that is labelled 'To be emailed in QuickBooks?'.  You would have to do some customization to add the email function to ...

I think I got it to work by updating fields....so it saves now. However - is it possible to email Sales Orders in the same fashion I can email invoices and estimates?  There is a check box for "to be emailed" but no "Save & Email" button.  I looked at the button in the Customize Screens for the Estimates, ...

Hello industrialrobotix,    I don't think it is related to the release version.  The error is generic in nature and could mean a couple of things.  It's hard to diagnose without taking a closer look. Greg