Method Community

[quote user="richard@skoosh"]When i create the work order it comes out with testcustomer:test[/quote] This is correct, if you're entering a Work Order for a customer:job this is the way it should look. When I create an invoice and sync this to QB it appears fine: And here is the edit customer window on this customer:job ...

I am seeing the detailed list once it's in QuickBooks but that does not help me because I need to do the entry on the Method side - so the description is showing up on the QuickBooks side but the data entry that I need to do is not because I cannot see the list that I need to use for the data entry on the Method side.  

Richard, Can you email me the company name on this account?  And is this a custom screen you're working from? ~C

[quote user="VLocke"]I need the item details to show on the Method side[/quote] The item details will only show up once you have sync'd the invoice over to QB.  After the sync are you seeing the group item details? ~C

Chad, I am getting the same result but I need the item details to show on the Method side so we can do the group item detailed entry.  Thanks, V

"July" version now available The following updates are now available on the staging site.  You can access the July version by clicking "Switch to the July version" when you sign into Method. Note: you'll notice the July version is light in changes. The developer team is being focused this summer on some longer term ...

when our customers submit a ticket on the customer portal, it submits and we can read it in cases but the customer gets hit with this error and they keep resubmitting it until they get annoyed and phone us up saying our system is'nt working.  The value 'spdLoggedInThirdPartyLoginRecordID' was not a valid dropdown list ...

[quote user="VLocke"]Is there a way to have all the items show up?[/quote] Yes, once you sync with QuickBooks you should see this invoice populate with the group items. ~C

In Opportunities we have an amount field, I would like to have that field in my LeadsList but when adding new fields it does not exist as a choice to use - Is there a way to incorporate that into this section Mark

  @MST   Welcome to our forum. I would recommend the following steps if you want to order your leads from hot, warm to cold. a) These 3 records are in the LeadRating table, and you will need to edit them to be "1. Hot", "2. Warm" and "3. Cold" b) In your lead list screen, you will need to modify Step 4 ...