Method Community

I got this message on one of my screens also.. I thought it was odd.  but luckily it ws on my own account.   

Can activity dates be added?  

If I select a customer and then check the " Completed" box, all "completed" transactions show up, irrespective of customer chosen. 

Great and very important discussion.. Thanks guys for diving in deeply on this.  

Thomas, Method out of the box does not apply "credits" against invoices.  this left best to QB... But  There are several other approaches that would work in Method and the ones I like best are... Generate an invoice for the "deposit" using an Item that points to a deposit or something like that. ...

Melissa, In addition to what Jason suggested. I have found that if the fields in your table are "linked", they are not really in the table and as a result are in the report designer to choose.  Somthing to think about.   

Hi Brian, Your custom fields do show up in the tables in method.  You will need to customize your Sales Order screen to add your custom fields.  You can also customize to contain all of the fields you have on your Template in QB..    This is what makes Method CRM so cool...  If the field belongs in QuickBooks, the data ...

Yes, Yes Yes,  Please fix this... It is very annoying and confusing... Would really like to use that functionality. Fran

Charles, This may be an obvious question, but are the Invoices in QB generateed directly from the Sales Orders?  If not, then the Link to SalesOrder field would not be filled in.  While I work with SO's alot, I just have not really checked to see that the Link to SO field appears in QB table.   But it works great in ...

Ben, Just a thought... Could there be permissions issue with your screens. Are portal users allowed to see them vs you when you are logged in? Fran