Method Community

It seems to be copying the screen that adds the HTML code.....even when I select a version of the screen that has a working go to link, when I go to edit that screen, it has the HTML in the go to actions.

Since I posted this, I've been trying to add the SpecialType to the CustomerList.  Every time I do it "breaks" the Go To link so that clicking on Go To only goes to a blank customer screen. It appears that the issue is in the Go To link Actions....when I made a copy of the previous CustomerList, it added HTML code in the ...

Thanks so much for your response, Adam.   They have the same Entity Record IDs, but one is a contact and one is an alt contact, so I guess they're different.  (We modfied the contacts list so it's not easy to identify that difference).   Thanks for helping me to understand! (I also added the special type field back ...

We've recently noticed that some customers are duplicated in Method, but not in QB.  Method seems to be showing 2 instances of the same customer (i.e. there's exactly the same address, contacts, activities, transactions, etc.); when I make a change to one, it is also reflected in the other.  We haven't yet been able to ...

Does Method Classic integrate with the newest QB Pro version 2016?? Thanks -  Deb

I'm getting the same error message when trying to view an Estimate in print preview. We clicked the Synchronize button next to Changes-only Sync.  It now shows that it synched within the last 1/2 hour.  However, when I try to view the same estimate again in print preview, I'm still getting the error.  Any other ...

Thanks so much for your quick response, Inder.  I've been searching a lot through the support boards and in many places people were stating that data from ANY (non-cusomized) fields syncs to Method--this is obviously not correct, so I'm disapointed.  But thanks for letting me know. Deb

Hi everyone -  I'm trying to make sure that all of our important customer information is showing in Method.  I haven't been able to locate the CC Email, or Mobile fields that are present as (I believe) standard fields in the Customer Information section of Quickbooks anywhere in Method.  I've looked at the ...

When using the spell chekcer in the HTML editor, it seems to think that each word (even correctly spelled ones) are misspelled and asks if you want to replace/ignore each word.  It is almost as if the dictionary is empty or missing.  Anyone else having issues with this?

Recently, I added a couple of new fields to the CRM_NewActivity screen.  They are now, however, showing up when you log on in the mobile version.  How do I make them appear?  Do I need to create a copy of CRM_NewActivity and format it for mobile?  How to I make it show up when one is logged into the mobile version, but not in ...