How does Method assign RefNumbers with special rules (not based on QB/QBO)?

Rachel — Wed, 25 Mar 2015 18:50:29 GMT

I've clicked the button to disable the syncing Estimate/Invoice numbers with QBO and I want to start creating all my sales forms from within Method and use special rules to assign RefNumber values... But I can't figure out how to do it??? Can anyone help?

The "formula" I want to follow for both Estimates and Invoices is as follows:

2-digits for the year; 2 "zeros"; 2-digit month; 2-digit date; then a "-"; then on that day have the 2-digit number after the "-" start counting up from "01"

So, if I'm sending out my fifth estimate of the day today [March 25, 2015], the number would be 15000325-05

Re: How do you change the main contact on an account?

Rachel — Tue, 24 Mar 2015 19:28:42 GMT

[quote user="Method_Justin"]

Hi mholden,

Because of the way that Contacts/Customers sync with QuickBooks, we cannot switch the (Main) "Contact" designation from one Contact to another. You could create a screen or button to automate the info swapping, however.

Hope this helps.

- Justin

[/quote]

Justin,

I've been trying to figure out how to do just this very thing for a number of "leads" where I have many contacts but later find out that the one I've originally designated as the "main contact" isn't correct and instead I want one of the other "auxiliary" contacts to instead be swapped into that place. Can you help guide me thru how to make a button to automate that swapping of information??!?

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How does Method assign RefNumbers with special rules (not based on QB/QBO)?

Re: How do you change the main contact on an account?