Search results by user ID 4778

Re: Customer not Syncing

cpitts — Wed, 14 Mar 2012 18:55:21 GMT

Thanks for the input Paul. The customer's Lead Status was removed. It was marked as "Active Customer".

However, the waiting to sync was checked as well. It looks like that resolved it. Much thanks!

Customer not Syncing

cpitts — Wed, 14 Mar 2012 17:43:40 GMT

Hi,

I have a customer that's in method not showing up in QB. It has a SO that isn't syncing either. My customer list screen is customized, but this customer is no different than any other in how I've created and saved it. There's no resolve conflict with the customer or SO syncing to QB either. Any ideas why I can't see the customer or SO in the system?

Re: Adding Rep to Existing SO/Invoice/Etc

cpitts — Fri, 17 Feb 2012 19:04:39 GMT

It's enabled. Thanks.

Re: Adding Rep to Existing SO/Invoice/Etc

cpitts — Fri, 17 Feb 2012 18:24:56 GMT

Thanks Ronen. I'm trying to find where to get to this 9 step procedure. If I could get there, I think I could manage. But I can't get to that point:

What I've tried-
customize> Screens> Quickbooks_Invoice > ...then at this point, there's no edit option. I clicked on copy, but there was nothing looking like what you mentioned.

Let me know what you think.

Adding Rep to Existing SO/Invoice/Etc

cpitts — Thu, 16 Feb 2012 18:18:37 GMT

Hi, in my older version of Method, I had the option of selecting Rep as a column that showed on the invoice and sales order screens, under Existing Sales Orders and Existing Invoices.

All I see as options now are:
RecordID
Select
Invoice #
Date
Customer:Job
Amount
Balance

Do you know how I can add Rep to this list so when I'm looking at my list of existing sales orders or invoices, I immediately know the Rep assigned to it?

Re: Error Log

cpitts — Thu, 09 Feb 2012 17:19:36 GMT

Switching to the new Method CRM, will I still have the ability to take a Sales Order to an Invoice with that "create invoice" action?

Re: Error Log

cpitts — Wed, 08 Feb 2012 17:43:12 GMT

Ronen,

The box states: "SalesOrder from TemplateOnline (#137)".

Re: Error Log

cpitts — Wed, 08 Feb 2012 00:04:01 GMT

Thanks.

So I was able to get my invoice and sales order tab to the default online templates, but the issue is still there now. Going to the (online template version-) Sales Order screen, selecting one of our SO's, and clicking on Create Invoice. Once to the next window, I selected all my items and clicked Next. And then this same error occurs...

Thoughts?

Re: Error Log

cpitts — Tue, 07 Feb 2012 21:42:13 GMT

Ok. I checked into that, but the Create Invoice screen didn't have a start loop through grid action in it...and I'm not knowledgeable about that back end.

Can you refresh me on how to make a Method default screen publish over the customized one currently live?

Re: Error Log

cpitts — Tue, 07 Feb 2012 19:42:01 GMT

Thanks Ronen.

Yes it is off a customized page, however, there has been no development on any of our pages in 8 months, and this error has become recent (about since the new design of Method's front end actually)...

Is there any suggestions/thought on the isssue based on the above?