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David,
We're trying to accomplish this, and running into issues. Which fields EXACTLY need to be applied and how? When I apply a credit memo to an invoice in QB, it does not insert an entry in the ReceivePaymentAppliedToTxn table in Method. I've tried entering:
- ReceivePaymentAppliedToTxn.Amount = CreditMemo.CreditRemaining
- ...
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OK, I did a search of the forum after doing a little reading and was able to get some results related to my question. Looks like this was asked by a few people, and the thread by viret56 shed some light on the topic. I'll need to make a custom table and screen to add multiple ship to address to a customer.
I was able to duplicate what ...
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Hey Ben,
Your suggestions fixed all those problems, but now I have a couple different issues related to it. I've sent you an email with the info you need to look into this further.
Thanks!
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This isn't adding up for me.
A "Linked" field is one that travels up through a dropdown relationship and grabs a field in the parent table.
For example, I could make a table "Widget", where widgets are assigned to customers.
WidgetName (Text)
Customer (Dropdown)
If I wanted the CompanyName of the customer to show up in ...
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We provide a couple of different types of Estimates/Proposals to any given customer. 1) A complete remodel proposal; or 2) a more minor "Repair" proposal. When creating an Estimate, is there are way to be able to select which "Print Template" to use for this particular Estimate?
I'm aware that I can change the ...
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I am new to Method, trying it out since my current CRM platform is getting to be too buggy. I synced everything to Method from QBO, but I need to clean up 500+ QBO estimates from years ago. Is there an easy way to delete ALL the cusomer estimates in Method with a few clicks rather than deleting each of the 500+ one at a time? ...
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Here is the structure:
Vendor Table
Record_ID
Vendor Name
Event Table
Record_ID
Event Name
Role Table
Record_ID
Role Name
Assignment Table
Event Record_ID (Link)
Record_ID
Role Record_ID (Link)
Role Name (Link)
Vendor Record_ID (Link)
Vendor (Link)
Details
Arrival Time
Departure Time
During the operational ...
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I am trying to send an email to everyone invoiced on a particular date. I can't seem to see how to do that. Can anyone help? Thanks
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When I had my initial Method consult, the advisor showed me how to adjust the appointment time using a time slider. It defaults to 30 min and I schedule 15 min appt times. How do I get that slider control back? In addition, is it possible to change the activity calendar to 15 min slots instead of 30?
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Throughout much of today (unnoticed by us until now), a series of invoices were assigned duplicate numbers - in pairs.
There were multiple instances of invoices created in Method and submitted for 2 different companies where they each had the same invoice number.
My Method settings are such that QB assigns invoice numbers, not Method, and ...
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