Method Community

Thanks for your reply. I'm not getting an error that you would see duplicatEd. I simply can't see the custom screen I created when I login via tthe mobile login. I outlined the steps I took to create the custom screen in my original post. It doesn't appear when I login. 

Hi, I'm having difficulties creating my own custom mobile screen.  Here are the steps I've taken so far. 1. Create a new screen.  In this case I copied my exisiting New Opportunity screen as I need a mobile screen to enter new opportunites. 2. I edited the screen checking the box "optimize for mobile device". I ...

no, our edit opportunites screen nor any of the doc screens have been customized. we upload all our docs to smartvault.  this happens when we are uploading a new doc.  we go thorugh all the steps and sometimes the doc doesn't upload.  no rhyme or reason. very frustrating to have to repeat all the steps and re-upload the doc.

made a brand new copy of the screen. made no changes anywhere. whent straight to the table and tried to change the caption and got the error message.

i'm having issues uploads docs from the edit opportunity screen.  i'll go to an opportunity and change update the status to closed won and click save. then i'll click on the document tab (the small one towards the bottom) to upload a doc.  i go thorugh all the steps and choose the opportunity to link it to and sometimes it ...

Tried Firefox. This time I don't get an error per se, but a message box appears that says: Please select a column ???

Just tried it again and go the error. 1. Clicked on Edit of the QBO_Invoice(2) screen. 2. Clicked on Edit of the InoviceLineItem table 3. Clicked Next to get to Step 2 4. In the bottom-half section under "Edit an Existing Colum".  Under caption I delete "Rate" for field name Rate and change to "Amount". ...

I am in a different method account trying to customize the invoice screen so it's the same as the account referred to in the previous threads. I have hidden the columns I need to and am trying to change the Rate column caption to "Amount" just like I've done in my other account.  I successfully changed the Amount column ...

There is no RefNumber in the message.  When I go to the Resolve Conflicts screen there is not RefNumber.  When I click on More Info there is not RefNumber either. There is a RecordID in the table.  Just the RecordID for each invoice.  We had created a bunch of invoices months ago w/ Method that were never synced to QB. ...

QuickBooks Online requires an Item to be specified for each line item on an invoice I have an item specified for each line item on my invoices.  Is there a problem with the sync between my items in Method and QB? How can I fix that?