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[quote user="Bridal Association"]I need to create a custome field for text in the activity window...[/quote]
First up, welcome to Method!
To add a custom field to the Activity screen you'll first need to add this field to the Activity table.
Click Customize > Tables / Fields and click the Activity table.
Type in your ...
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[quote user="JKM@SA"]How do I set a default for a drop down field?[/quote]
When in the screen designer, click Edit on the drop down. On step 1 of 6, set the default value for a drop down then click next 3 times to get to step 4 of 6 where you should set the default value again. Once you've made those changes the page ...
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[quote user="MikeB"]Do I also need to press the "Add Table" button so all the tables are populated in the window below?[/quote]
You'll need to click the checkbox for, "This user is allowed to connect to the Method API", then select the "--All tables required for Outlook Integration--", then ...
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[quote user="John M"]Found the issue[/quote]
I'm glad this is resolved now and sorry for the earlier confusion.
~C
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[quote user="Skye"]We have a series of recurring issues regarding specific line items.[/quote]
Are you getting an error message? If so what's the message? and what steps are you taking to trigger that message?
[quote user="Skye"]...we have to open up the invoice - and re-enter the information...[/quote]
Are ...
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[quote user="John M"]Maybe i am doing this transaction wrong?[/quote]
Can you pay this bill inside QuickBooks? If you can pay others but not this one then I want to know what QuickBooks does when you try to pay this. Please post back your results.
~C
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[quote user="scott"]I would like to have the action, "Save and E-mail", provide an option to use outlook e-mail with a PDF attached, instead of using the customer portal.[/quote]
You can send an email from within Outlook and use any number of attachement but these attachements are not stored within Method. We only store ...
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[quote user="John M"]The above issue did get fixed....but now its back again. [/quote]
After some extensive research I can say for certain there is no bug around paying multiple bills inside Method. Can you describe the steps again and maybe we can figure out where things are going wrong. I know you need to wait for the ...
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[quote user="vdefabis"]Does Method currently support eChecks through an Intuit Merchant Services gateway?[/quote]
Unfortunately we do not support eChecks at this time as QuickBooks has not added support for this to their SDK. There's no ETA from QuickBooks at this time but if they decide to add it then we can revisit it.
~C
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[quote user="thesolarguys"]That was it thanks![/quote]
Glad we could help!
~C