Search results by user ID 2204

Re: Screens Sluggish Today?

1strate — Tue, 18 Aug 2015 16:42:28 GMT

After speaking with Method support (unfortunately I forgot the employee's name), it turns out that there is a communication problem between verizon's customers and the method servers hosted at rackspace. Method support suggests that I call verizon to let them know that I can not connect to the method servers hosted by rackspace. Chances of resolution after investing my time in calling Verizon are slim so I'll just muddle along this week and hope I don't have the same issue with Method once they switch to Amazon hosting.

Screens Sluggish Today?

1strate — Mon, 17 Aug 2015 17:42:11 GMT

I'm curious if there is a service issue today. My screens are very sluggish regardless of the browser I choose. Is anyone else experiencing this?

Regards,

James

Re: Bug: Method Invoice won't populate email address in QBO invoice

1strate — Wed, 17 Sep 2014 22:53:19 GMT

I appreciate your explanation. Please keep up the good work.

Re: Bug: Method Invoice won't populate email address in QBO invoice

1strate — Wed, 17 Sep 2014 19:30:24 GMT

I'll call in a case; however, I'm curious why this would be a feature request vs. a bug?

Bug: Method Invoice won't populate email address in QBO invoice

1strate — Wed, 17 Sep 2014 18:47:26 GMT

I create invoices from method but usually send them to my clients from QBO. When I create an invoice within method, it will not populate the customer email address within the QBO invoice. I've used Method for some time now; however, I've recently migrated to the QBO online version. I can't report if this problem has always existed or is new since I just started using the QBO version. Here are some other details you may require:

Account: FRPools
Invoice Screen: QBO_Invoice

Your reponse will be greatly appreciated.

Regards,

James

Migrate from QB Desktop to QBO

1strate — Sat, 16 Aug 2014 01:38:17 GMT

I'm in the process of migrating from Quickbooks desktop to QBO. Now that I've created my new Method for QBO account, I'm discovering various features that are available in the desktop version that seem to be unavailable in the QBO version.

I'm used to the ability to update the customer payment information (credit card, etc.) from Method for QB Desktop but it doesn't seem to be possible from Method's QBO version. I've searched the tables to see if the fields are available for custom screens but I couldn't find them.

Is updating credit card info available for Method QBO?

Is there any documentation that can be published that lists QBO fields that are not available through method? Or documentation that lists features differences between the desktop and QBO versions. I've searched the forums and online help and couldn't find the answer. If it's published and I've missed it--please accept my apology.

Users like myself can spend enormous amounts of time in migrating and customizing our system. I'd like to avoid spending hundreds of hours of work only to find out a feature isn't possible with the version I've chosen. Now I've already spent 20+ hours on my migration project but I'm nervous I'm going to discover other limitations.

Your feedback would be greatly appreciated.

Regards,

James

Dropdown field to set filter within grid doesn't work (bug or not supported)?

1strate — Tue, 11 Feb 2014 03:13:03 GMT

I've created a mobile screen called 1RPS_Time_Clock_Helper(Test) which I would like to use to "clock in/out" training employees. The trainer will open the screen and use the dropdown to choose which trainee/helper to have filtered within the grid. I've created an action to change the grid filter to "helper" upon the dropdown text change. The helper filter looks at the dropdown value and should filter based on that value. Once the text changes, it will change the grid filter to helper but will not show any results. If I manually type in the value into the dropdown and refresh the grid, it will filter properly. When I use a text field to create a similar filter, it works fine. When I use a dropdown field, it will not work.

Is this a bug or unsupported action?

Your input would be greatly appreciated.

Regards,

James

Re: Is there a list of functions that don't work on mobile screens?

1strate — Tue, 11 Feb 2014 01:30:19 GMT

I realize that plans can always change; however, are you able to tell us when Method plans to make Version 2 beta available for use? Again, I know the date can always change but it would be helpful to know if Version 2 is months away vs. years away. If we are talking about a few months, then creating an "is/is not" list is not practical, but if we are talking over an year away, then it would be beneficial for the community to have a list so we can avoid hours of wasted work.

Your thoughts?

Regards,

James

Is there a list of functions that don't work on mobile screens?

1strate — Fri, 07 Feb 2014 07:19:17 GMT

I love method integration for the ability to customize screens but there have been numerous occassions when I try to create a new screen with a function that won't work on a mobile screen. Is there a list of functions that won't work on mobile screens? I'd like to avoid hours of work only to find out that it will NEVER work on the mobile.

One example is changing text/object color.
Creating a button that opens a tab link

Your feedback would be greatly appreciated--but a mobile function list would be even better.

Regards,

James

Re: Update a series/recurring field from mobile screen

1strate — Tue, 31 Dec 2013 18:52:36 GMT

Just so I am sure to understand...it is because it is a mobile screen? When I update my sticky note field in the desktop screen, it works as expected and only future occurences receive the new series update but not in the mobile screen.

I can probably come up with a way around it like updating just future occurances and then resetting thier "IsChangedOcurrence" back to no.

Your response to my clarification question would be greatly appreciated.

Regards,

James