Method Community

 I finally decided to log out then back in and it is now correct

John, Were you able to do this? We are looking into doing the same thing. Please let me know if you were able to figure this out. Thanks, MVI  

 OK, I have created the fields and modified the screen. everything worked as expected so I went back to the form to add the rest of the fields I had created. They are available, I add them, I publish them< i save and close them and then for some reason the new additions disappear, I go back in, add them back, publish and sabe again only to ...

I am noticing that not everything from Method is coming over to QB. One example was a PO that we entered with one item and then replaced the item with another.  That change never came over.  I had to delete the line and add a new one and then it came over. Now, I am seeing that some sales orders are not coming over.  I can create ...

pdirect- Here are some recent changes that have been made to Opportunities http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/11/11/method-crm-updates-november-5-november-10-2011.aspx -Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Opportunities List New - linked field added to the opportunity table which grabs the company name for the lead/customer. (QBD & QBO) Improved - the column “Assigned To / Name / ...

One more thing to add is that once we do implement roles on a screen level we will have a document outlining the specifics. -Michael

d.weigle- There are no existing fields besides the one you mentioned that were designed for SIC code or Business category.  -Michael

d.weigle- At the moment none of the standard Method screens take advantage of roles on screen objects/fields. The only place that these are set by Method right now are at the tab and tab link level. We currently don't have a list of what roles have access to what tabs but if you edit the tab it is displayed there. -Michael

Michael- This issue should now be resolved. Let me know if that is not the case. -Michael