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  • Re: sync conflicts

    I had already done a full sync and clear to see if that helped and it didnt. In fact we now have 455 conflicts, its finding lots of duplicates :( . The error message we get now is slightly different as well. The record has been modified on both Method and QuickBooks. Please decide which record you would like to keep. More detailed information: ...
    Posted to Method:Classic General Q&A (Forum) by Ben B on 04-04-2014
  • Customizing Tab Permissions in Method:CRM

    &nbsp; Every so often I get a call from a Method user who wants to restrict what screens a user sees. &nbsp;The best way to accomplish this is to use Tab Groups specifically to define what screens individual users can access. &nbsp;I have seen companies take advantage of tab groups to keep tabs, permissions, and screens organized. Today, ...
    Posted to Blog (Weblog) by Method_Greg on 04-03-2014
  • Re: Invoice Problems

    Hello, &nbsp;&nbsp;&nbsp;&nbsp; This is a known issue with the system.&nbsp; I do have a ticket in development for a fix to be made.&nbsp; It is due to the fact that the Print Preview button has to save everything before it creates the PDF.&nbsp; The problem is the save is too slow and the PDF is created before QuickBooks can come back with the ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 04-03-2014
  • Re: Grid Dropdown Filter Issue

    Is there some place I should look for this restriction?
    Posted to Method:Classic General Q&A (Forum) by SMcGovern on 04-03-2014
  • Re: Payment terms for jobs?

    Thanks - I figured (feared) it may be like Tax Codes, where in QB you assign it to a parent but in Method you can assign it to an individual job. Not sure if that causes problems, either.
    Posted to Method:Classic General Q&A (Forum) by MikeB on 04-03-2014
  • Re: Payment terms for jobs?

    Hi Mike, I did a quick test based on your question, and I do see your point, I found in QuickBooks desktop, you can only add Payment Terms for a Customer, the option simply isn&#39;t there for a Job. &nbsp;I then checked out Method, and again agree with you, you appear to be able to choose the Payment Terms&nbsp;for Customers, as well as Jobs. I ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-03-2014
  • Close Popup

    Hi! Are there some Actions to put on the On Close Event of a popup screen, to Close another pop up screen? I&#39;m calling a pop up with a pop up, and I need to close both when I close the second one. Thank you very much.
  • Re: Invoice Problems

    Hi Marcelo, I had to edit my post here, I answered the wrong question...sorry. &nbsp;We will respond shortly to your inquiry however. -Ben
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-03-2014
  • Re: Feb version wont add all fields to a grid

    Hi John, That sounds strange, not sure why this is happening for you in your acccout. &nbsp;I did do a quick test in my own account, I created a new screen, added a grid based off the Customer table, I then added a couple of dropdown fields and made the grid &quot;Editable&quot;. &nbsp;John, would you mind turning on the MethodSupport User for ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 04-03-2014
  • Re: Emails hung again

    Ok thank you for the update
    Posted to Method:Classic General Q&A (Forum) by handcrafted on 04-03-2014
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