Method Community

Gotcha. I changed settings to remember all invoices. I'll check tomorrow after I sync ot make sure all invoices are in there now.  OK - I didn't know you needed to hit save first. Now I got it. Thanks!  One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However, I ...

Hi ecoxotic, You won't be able to remove these fields from the screen entirely.  These are needed in order to sync the estimate over into QuickBooks.  You can however hide them in the grid so they don't show. See below: Hope this helps, - Adam

LJR, Click here for a breakdown of the differences between Method CRM and Method CRM Pro. The Report Designer and Quickbooks sync will work fine on Method CRM. You won't be able to do any advanced customization though (ie. creating tables and dropdown lists).  Jason

Nathan- This should no longer be an issue. Any changes made from now on will not clear out any of the notes. -Michael

Yeah, I saw that. Thanks for the help yesterday. Good luck on fixing that bug. I wouldn't think that would be a difficult fix. A few more unit tests and perhaps some minor refactoring on the sync engine code should do it. I'm just glad the issue will be addressed and no other Method customers will have to spend a day spinning their wheels ...

So I updated without the spaces at the end of the sales reps and I'm waiting for the sync. Incidentally, in Resolve Confilcts, I get this message for a single record at the update time: "QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when composing an address in "". ...

[quote user="MikeB"] used the "Go To" link to go back to the parent page. Maybe it's a coincidence, but the change kicked in.[/quote] Maybe not - there might be some customization switching the sales rep here.  From everything you've posted I'm really thinking that there is some customization making these ...

[quote user="dottie"]Any reason why this may be happening?[/quote] It's possible you just need to wait for the information to sync over.  If you're seeing a problem after a full sync then you'll want to review the actions on the screens.  We walked through a fair amount of customization so it's possible you ...

Hi Alex, If you press the 'Delete all' option - Yes, all of these records will be removed from QuickBooks also. If they are infact just being archived, I would recommend you just use the 'Clear' option - and wait for the next full sync to run. At which point they should dissapear. Thanks Alex. -Ben

Hello,     Method does not have a table that stores the lot layers or information on lots.  It looks to be a straight sync of the lot number/name.  Unfortunately, you will need to know the lot number and layers from QuickBooks when entering the invoice from Method. Greg