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Hello Chris,
Sorry, I missed your post here. I did have this question posed to me last month in this post. In work orders, you are not choosing a contact to assign the work order to (that's for plain activities). You actually select an Entity. You need to put in the Entity's phone number (Phone ...
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Hello Chris,
The map is currently not available in the mobile version of Method:CRM. You may be able to do it with some customization put it on the mobile screens but there will be issues with compatability and code. Your best bet is to look out for the new mobile version of Method:CRM the team is working on. Once it ...
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Hello Tim,
The invoices, estimates and credit memos are children of the Transaction table. For print templates, you can stay with the child tables because they have the unique fields for the transaction.
To set the default template for each transaction, click the More actions... button and select ...
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Hello,
I did receive quick feedback from poeple here about a forum based on customziation. It's not something we are going to be doing. There are concerns about security and quality of the customizations.
A Method Partner or other Method customer can copy a screen from their account to yours. ...
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Hello Antonio,
The sync engine can appear to go through tables fine but timeout or error out. It then will not update the sync date and time on the Synchronize page. Is there an error in the Method Integration Engine (MIE)? Do you have sync conflicts in your Resolve Conflicts list? Send an ...
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Hello InstaDRY,
Give Method support a call at 1-888-925-6238 x2. Support can help you diagnose the issue.
Check your conflicts list by going to QuickBooks -> Resolve Conflicts and see if the invoices appear in the list. It will give you a conflict message if they are in there.
Greg
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Hello industiralrobotix,
I think this a good suggestion. I can pass it by my people and see what they say. You can always post on the forums to ask for help or if anyone has developed a function before. It may be beneficial to ask around if Method Partner can help you our or try the Method ...
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Hello industrialrobotix,
There is an option to show and hide all activities of an activity type on a calendar. It's on the Activity Type drop down. Go to Activities -> New Activity -> Click '...' beside the Type dropdown. The New/Edit Activity Type menu appears. In the ...
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It is a feature request because syncing an email with an invoice was not available before. The email field is not on the invoice table in Method to sync over. For the email to sync, we most likely will have to add it to the invoice table and add it to the sync code. It's not a bug because nothing technically ...
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Hello Tim,
It would be a very involved process. I had the Estimate to Sales Orders actions in mind. If you look at the QuickBooks_Estimate screen and the Create Sales Order actions in the More Actions... menu, you will see the actions. The most important is Insert Records Into Table.
The ...
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