Search results by user ID 5240

Re: Invoice error message

lrandall — Tue, 10 Jul 2012 16:01:46 GMT

I have done a screen print and put in a word document. Is there any way I can send you the word document without having to re-type the whole thing.

Lana

Invoice error message

lrandall — Tue, 10 Jul 2012 14:02:22 GMT

g'day

Can you please help me with error message? Every morning when I come in to do invoicing or if I have logged out during the day and log back in. I am in Add/Edit work order and then when I create an invoice, I always get the following message

We were unable to resolve your request. Either the screen you are trying to access does not exist, or there is a problem with your request.

Recommended actions: .......

I hit the refresh button and then go to the invoice screen and the invoice is there. This is a minor inconvienence but it does happen every time and the only customization I had done was over a month ago to add one button that has a different print preview then the other one.

Thanks

Lana

2 issues (can't find job and printing in pounds)

lrandall — Thu, 02 Feb 2012 17:54:48 GMT

Good day Method

Issue 1 - customer shows up as active in Quickbooks but not in Method.

I have tried to resolve this by doing

tried 3 different searches (ex Job "went off Highway", I did "went", "off", "High")
I have changed my filters to shared, not active, etc
double check that I have shared access with everyone
Done a sync changes only to makes sure Method and Quickbooks are communicating
Check to see if there is any conflict to resolve

Issue 2 - printing invoices in Method are in pounds but quickbooks is $

went into customizing to see if I need to set a parameter that needs to be set

Please Help if you can, I have also tried switching between December and January to see if there was any differences.

Thanks

Lana

Re: New CRM Activity Calendar not showing everything

lrandall — Thu, 19 Jan 2012 15:58:15 GMT

Thanks for keeping this post up. I thought I was going crazy. It helps us new Method user to find stuff.

Lana