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Aloha Everyone,
This post is about an idea I would like to suggest.
Since changes to Screens are made immediately and there is no way to back the changes out automatically I would like to suggest it would be nice to have the ability to make copies of all of the customized screens. I know you can make copies one screen at a time, but it ...
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I am attempting to customize screens. The window that appears when I select these options is only about 1.5" - 2" tall. I can not see all of the data. It's making me nuts. I feel like I have blinders on. How do make this screen more user friendly?
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Greg,
I think if you edit the Post you will see the images.
Stuart
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For anyone following this,
Stuart called in and we are working with him to resolve the issue.
- Adam
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Hi lvelina,
Unfortunately, the only way to accomplish this is by setting permissions on the individual buttons -- you can't change button roles globally.
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I'm looking for instructions on how to set up a portal user to enter time tracking into Method for synq with QBks. Any info on how to and limitations would be appreciated.
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Hello Stuart,
I believe the images did not go into the post. The best thing to do is host the images somewhere else and provide a URL. Some here use Imgur for posting pictures on the forums.
I haven't heard of a problem with the filters and the Build Selection List. I can take a ...
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Hello sbradley,
On the Save for an Estimate, there is a Retrieve Value from Table for the RefNumber. I believe this is due to Method getting back information from QuickBooks. If you are doing your own custom save, you can try the same action. See the Quickbooks_Estimate screen and the actions ...
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Hi Laura,
First of all, I hope you don't mind, I removed any personal information that was in your first post, but I did keep the one error message that gives us a hint to why you can't send emails anymore.
"Response from Mail Server: Mailbox unavailable. The server response was: relay not permitted"
This message likely ...
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At anytime in the near future will Method be able to support Electronic Check with QuickBooks Merchant Services?
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