Method Community

When I use the -1 Day button, it subtracts correctly for the start date, but the end date is not working correctly.

Greetings, I was wondering if somone.....anyone....could maybe get this issue resolved for me please :) Thanks! John M

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Reports Improved (#4816) - Lead Reports screen updated. (QBO) New (#4819) - Added Customer Reports screen. (QBO) New (#4820) - Added Activity Reports screen. (QBO) New ...

Hello again swm023, This can easily be done from within the Screen your are customizing in the Method Screen Designer.  Click on the "Advanced..." button on the top left of the screen, then click "next" until you get to Step 3 of 5 "Tab Ordering".  You have the option to move the fields up and down ...

Ben, Thank you this was very helpful. So by using the Mchimp integration sending my already opted in addresses to mailchimp do they still require to get opt in authorized if coming from method? if a customer opts out in mailchimp does it sync with method as well?

got it! thanks

Swm023, the SchedInv_Invoices screen was installed in your account when you downloaded the Scheduling and Invoicing app.  You would access the Sched_Inv_Invoices screen by going to your Scheduling & Invoicing Tab Group, or Tab, and selecting the "Invoices" tab link.  You can use either of the Invoice screens ...

Thank you. I've been using the QBO_invoice screen for all my invoiceing.  I noticed I have a new screen SchedInv_invoices.  Is there any difference between the screens? Will there I run into any problems if I continue using QBO_invoice? It's been customized and I don't want to go through the hassle of customziing the other ...

I've done some customizing to my NewCustomer screen and everything is working fine.  However, as I tab through fields it the cursor doesn't go in the order I'd like.  What do I need to do to change the order the fields get tabbed through?

Hi Swm023, I was able to determine the issue here, you are missing an Activity Type called "Work Order".  I have added this value back to your account manually, I have also supplied you with a screenshot, in case you need to do this to your other account.  Just go to Activities->NewActivity and click the ...