Method Community

Hi Neil, Can you answer a few questions for me please: What type of changes are you making that don't affect the total? Describe the steps if possible.  Are you able to reproduce this issue consistantly? Does the total on the PDF match the total on the grid, at the bottom of the Amount column (after the grid is updated by the ...

How do you import a list of Contacts for each Customer? When I try to export a table, I don't have the option of selecting contacts but only customer in which it only allows me to import/export the main and alt contact.  i.e. for each Customer, I want to add a contact for deli manager, bakery manager, etc. Thanks! Wentsi 

No Problem, I am glad the problem is resolved. -Inder

Hello Russell Yes I am using the print preview button, it has not been modified in any way.

My bad.  I forgot to include the new website in the allowed list.

Hi Alex, Here's my answer. I suggest that from your Add or Edit Work Order screen, in your Invoice type dropdown menu change the "Invoiced" type to  "To be Invoiced" and then try to create the invoice, I am sure you will be able to create it because the workorders To Be Invoiced can have invoices created. Let me ...

After you create an invoice off the WO, the Invoice Type = "Invoiced" However, although the Invoice Type on one of our WOs = Invoiced, the invoice has not been created in either Method or QBO.  I can't create a new invoice off the WO since it already is indicated as Invoiced. Any ideas on how to fix?

Hi LaCrews, Here's my answer. I have checked the Web to Lead form is working fine, but it seems like you are having issues with it. What kind of error you are getting? Did you recently made any changes to it? if you can provide me the detail, I would definitely try to help you with that. -Inder

Hi John, Before we get to the Case Table, I would suggest that we have to fix the ContactsSalesRep Field, for that I suggest  that you regenarate two more tables i.e. Contacts table and SalesRep table like you did in previous step. After you regenrate both the tables regenerate the Case table. This should regenerate the Case tabe and fix the ...

Hi Neil, Are you using the Print Preview button on the New / Edit Estimate screen, which generates a PDF? Has this screen been customized in any way? When you click the Print Preivew button this should save any changes you have made, before the PDF is generated.  If you are referring to the total on the grid on the ...