Method Community

@MLDV I believe you are looking at two different areas and they are only related by the client but not by their transactions. When you are applying payment to an invoice then those values are reflected in the Transaction of the client. While Opportunities are a separate area and does not related to the Transactions.  Under Customer > ...

Since last posting I've tried the following to debug this problem: Changed the Customer>Edit Customer tab link to a different Edit Customer screen.  That screen works properly. Copied the problem Edit Customer screen and linked to the copy.   The same error occurs. Inserted a 'Stop processing more actions'  ...

[quote user="Arnie"] I dont understand, there is a screen called QBO_SalesOrder, surely QBO stands for QB Online...thanks [/quote] Arnie - in your Method CRM for QuickBooks Online account, if you take a look at the list of stock screens listed under Customize > Screens, you'll notice that the screen you are referring to is not ...

Apologies I figured it out, is there third party software that you can integrate with e.g. http://www.oecompanion.com/

I dont understand, there is a screen called QBO_SalesOrder, surely QBO stands for QB Online...thanks

[quote user="Arnie"]I'm getting the same message when i try and preview Sales Order and Purchase orders.[/quote] The screens you're looking at have not been updated for QuickBooks Online (QBO) since QBO doesn't support them.  The screens you're looking at here are meant for QuickBooks Desktop at the moment. ...

Bump. Can someone clarify the relationship between Outlook and Method in re sending emails with read receipts? Or alternatively, whether there's any synchronization between emails sent within Method and Outlook?

When we create an Estimate our Item drop down includes Inactive Items.  How do we get it to show only Active Items?

Is there a way to search Customers & Leads at the same time?  i.e. if we have a Name but don't know if their status is a lead or a customer is there one place to search both lists?

When you add a contact there is a field Contact Type that seems to be automatically generated by Method.  Sometimes the field is populated by Method and sometimes it isn't.  What is this field for? Is there a field in contacts where we can identify the affiliation of the contact to the customer?  i.e. spouse, employee, ...