Method Community

wWhy is the rate and amount totaling and showing at the bottom of my estimates grid.? I only want to total the amount.

We have several customers that own multiple businesses that we service (e.g. conveniece stores). Many of them pay from different accounts with different business names and addresses but all of their bills from us go to one central office. When we were just using Quickbooks, we could accomodate that by having one customer (one billing address) with ...

Hey guys, any word on this? Phone support said to post here, but I'm not getting any feedback. 

Hi JWS, The address fields on the transactions are address field specific to the transaction.  Our phone fields are not normally found on the SalesOrder table. Did you add them as linked fields? My suggestion would be to add new phone fields to the SalesOrder (not linked) then use a Retrieve Value From Table action to input the phone fields ...

We use the "Value from session   User:IP address" value in a customized screen to set a default global value.   This has worked consistently  until the February release version.  Whereas this value returned the correct IP value in the past, it now always returns the value 10.183.248.250  We are ...

Hi Ben, Yes everything seams to be working as it should now. I have no idea what happened or how it happened. Back to my original post, I did as you suggested but in the grid, the inactive estimate is still showing up and I am still able to open it as a pdf.

It appears that after a long, hard winter, we’re finally coming out of the Ice Age and into the welcoming embrace of spring.  I don’t know about you, but the never-ending cold did a real number on my day-to-day enthusiasm and motivation, and I bet at least some of your team is feeling the same way.    To meet and ...

How do we reconcile the different definitions of "customer" in Quickbooks and CRM while using CRM to record pre-sales activities and while recording the amount of time we spend on the pre-sales activities so as to understand the cost associated with each sale. I record my time spent on prospecting for sales in Quickbooks.  To ...

Furrywombat, The key here is your statment, "we still need to wait as long as 60-90 seconds for QB to finish processing the data before we are able to calculate outbound orders"  This indicates to me that this is a QB issue, not a Method one, which is more often than not the case/.  The problem is that QB is a really ...

Hi aother suggestion is to use the Report Designer filter which is at the report or group levels. Look at the Properties tab on the right hand side.  You would want to use at the invoice group level. You can use a Max(txnDate) function. It seems like that should work.  Ben's suggestion using Invoice recordID would ...