Method Community

Hello Ben,    We don't have a default screen where you can find estimates and other transactions for a particular item. It is possible with some customization to manage or view items.  I can explain how to do it with screens, but this is also possible with reports.       You can create a simple screen ...

Hello, Can you close and refresh your browser and try again? If the issue still persists, can you please PM me the screens that are giving you this error and whether you are on Stage(July Version) or Live site(October)? Thanks, Rich

I noticed several SendEmail actions that involved sending attachments didn't actually have their attachments this AM. It seems like an intermittent issue b/c I performed the exact same action just now and all emails had their attachments. I just wanted to note that on the forum in case anyone else experienced this issue using custom SendEmail ...

Yep...still a problem. Gotta get this fixed

I am also getting this message this morning.

Phoung told me to submit a ticket.  I know how to write a post but not submit a ticket.  I do not want to renew another month.  I thought your customer representative would help me and I received a "do it yourself" answer.  How about some personal help here?

Getting 'Invalid Viewstate' errors all day while trying to work on custom screens. Ya'll recycling app pools, messing with server configs today?

Hi, Knowing a particular item name, how do I find all the records, such as estimates, documents, etc of that particular item? Obviously useful when you want to see all the past quotes for something you are selling.

Hello Fran,    While that is true, we are updating the Customer table and not the SalesRep table.  In this update, we are changing the customer - sales rep relationship (1 to many relationship I do believe) and not any information on the sales rep side.  The only thing I don't know is what happens if you import an ...

Greg  I  was under impression that Sales Reps could only be updated in QB. As per the Sales Rep screeen:  Due to a limitation of the QuickBooks Software Development Kit, you are only able to create new Sales Reps through Method. If you'd like to edit or delete a Sales Rep, you'll need to do this in ...