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Hi All,
I am new to Method and trying to use the report designer to create a customer list that shows the customers last invoice date and amount. I can create a customer list and display their invoice history , but I am trying to determine a way to just show the last invoice. I can't do this by date filters because that wouldn't guarantee ...
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Why are contacts/leads/customers listed multiple times in list builder?
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How can I create a list of contact's shipping addresses?
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Hi Marcelo,
The first place I would look to see what happened with these missing Invoices is the Resolve Conflicts section in Method, found under QuickBooks->Resolve Conflicts. If for any reason you have a record that doesn't seem to have synced from one account to another, you more then likely have a conflict that will show up ...
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I'd like some customers to receive correspondence from us in French, and some in English. Does that field exist somewhere so that I can flag them as either English or French? Or do I need to add a simple, 2-item dropdown to the Entity and/or Contacts table?
Thanks
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Greetings
While creating a new case i get a error message saying this can not be done becasue I am not using the correct 3rd party program.
Works in oct version
John M
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Hi Mahlon,
Sorry for the late reply. This is indeed an SDK limitation. You can read about it here: Group Items SDK Limitation.
- Adam
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Is there a way to sync your contacts in method to your mobile device?
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I've customized the "Add/Edit Work Orders" screen link and from my account the customized version of the screen will appear but for other users in our organization it displays the old, non-customized, screen. I was just wondering if it was a syncing issue and i will just have to wait for the other users to be able to use the ...
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My company wants to give all of our outside employee’s access to method. This will require tablets to integrate and work with method. What would be the best device to get that will allow the outside staff to use method and all of its features? iPad? Android, Surface, or a tablet that runs a full Windows OS 7 or 8?