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  • Re: Error Issue When Adding Contacts To Customer

    It is only happening for the Lead I am working on - I just tried it with other Leads and the Parent Company info is there.  When I open the pop-up for this particular Lead, the Parent Company displays for about a second and then disappears.
  • Re: Error Issue When Adding Contacts To Customer

    I am having the same exact issue - I am not using a custom screen and I am accessing the Add/Edit Contact popup by opening my Lead, then going to Contacts and Add Contacts...
  • Partial Payments

    I am working on getting invoices and down payments into Method.  I have added the Invoice, Received a Partial Payment, and applied it to the Invoice.  In the customer's balance in Transactions, it shows what they owe, which is great.  When I go back to Opportunity>Invoices, the balance remaining does not reflect the partial ...
    Posted to Method:Classic General Q&A (Forum) by MLDV on 05-08-2012
  • Importing Leads

    I recently imported an Excel spreadsheet full of both customers and leads.  I didn't realize I should have been importing them seperately in order to keep the leads out of QuickBooks.  I manually deleted all of the leads.  When I tried to reimport them as Customer Leads, I get an error telling me that the lead could not be ...
    Posted to Method:Classic General Q&A (Forum) by MLDV on 04-25-2012
Page 1 of 1 (4 items)