Search results by user ID 5568

Re: writing a new post

Method_Ted — Mon, 06 Aug 2012 20:18:30 GMT

Thank for the update.

I am getting similar issues with my posts and I have forward our issues to our development team.

Thanks

Re: Editing screens

Method_Ted — Mon, 06 Aug 2012 20:06:39 GMT

It seems that my post was cut off. Please find the rest of the message as follows :

Another way to check the changes is to add this screen to another tab group and see if the issue is still outstanding.

Thanks

Re: Editing screens

Method_Ted — Mon, 06 Aug 2012 20:03:51 GMT

@Lewle5

Please hover your cursor over the screen name and double check if the name is the same as the one you are editing. Another way to check the changes is to add this screen to another tab group and see if the issue is still outstanding.

Please let me know if I can be of further assistance.

Re: work orders marked as complete

Method_Ted — Mon, 06 Aug 2012 19:57:56 GMT

@have John M

You should received an email from me for a meeting to examine the issue.

Thanks

Re: Transaction Grid in Contacts Portal

Method_Ted — Tue, 17 Jul 2012 19:40:40 GMT

@AutumnW

There are no other settings to limit this function in the Contact Portal.

I was able to modify a Contact portal to show more then 10 rows in a grid with multiple grids on the same screen that display the due transactions.

As illustarted in the screenshot, I just increase the number of rows to be displayed.

Please let me know if I can be of further assistance and if this case needs further examination.

Re: Twitter and Facebook logos

Method_Ted — Fri, 13 Jul 2012 20:28:33 GMT

@MikeB

You can copy over the actions but not the image of these fields. You will need to download (or copy these icons) to your computer and upload them to the Picture Object of your new screen.

[quote user="MikeB"]They're not on my screen and it does not appear to be an object that I can select to add to the screen.[/quote]

In your list of object, please find the Picture Object to add to your new screen. You can upload a picture to this field (Step 3 of 4: Upload Picture) but these must be of the following format : jpg, bmp and gif files.

So save these icon pictures as jpg, bmp or gif.

To copy actions from an object from different screen (this cover any screens in your Method account). you will need to do the following :

1) Within the step to copy the actions, (Step 2 of 4 : Picture Actions) select 'Copy Action' and pull the drop-down menu to the last option : Show All Accessible Controls In Account

2) The screen will take a few seconds to load the other action sets in your account. When you go back to the drop down menu, it now has a full list of action sets in your account. You will need to know the Screen, Section and Object name (from which it is coping from)

3) Selct Copy Action to perform the transfer of actions.

Please let me know if I can be of further assistance.

Re: Did Something Happen Overnight?

Method_Ted — Fri, 13 Jul 2012 19:33:21 GMT

@Garrett

You should be fine in the June version with all our screens that we have worked on.

Please let me know if I can be of further assistance.

Re: Leads?

Method_Ted — Thu, 12 Jul 2012 18:39:41 GMT

@MST

Welcome to our forum.

I would recommend the following steps if you want to order your leads from hot, warm to cold.

a) These 3 records are in the LeadRating table, and you will need to edit them to be "1. Hot", "2. Warm" and "3. Cold"

b) In your lead list screen, you will need to modify Step 4 of 9 : Sorting, in the Grid Wizard to have it sorted by the LeadRating field.

Because the sorting function will examine the first character (1,2 or 3) then it will sort your Leads records, according to it's LeadRating number.

I hope this helps

Re: Error Message Can Not Sync Methods with QBonline

Method_Ted — Wed, 11 Jul 2012 21:29:25 GMT

@Jeff

Sorry I just realize that you are a QB Online user (as stated in your title). My response was for our QB Desktop user with our sync engine. I will let Chad continue with the issue with you

Associate users in QB to Method

Method_Ted — Wed, 11 Jul 2012 21:18:55 GMT

A client email this question to us

"All Activity (from any user) on any Customer in Method is listed as a Activity from a single user (David Proulx) in QB. To have proper accountability for each user in Method, we would want for each user's activity to show up as their related user account in QB. Example: Justin Campbell and Joe McMillian both make changes to a customer account in Method. The activity log in QB shows that David Proulx made those changes In the user account settings, the user in Method is set properly for the setting "Link to Employee / Vendor / OtherName (SalesRep):" Shouldn't that relate the Method activity to QB activity log? How can I relate the Method user account to the same QB user account?"

Under Customize > User, and edit a Method user. Within Step 1 of 10 : General Properties, there is a selection to link the user to a Employee / Vendor / OtherName (SalesRep) from QuickBooks.

You will need to sync with QuickBooks for ths list to be populated. Once linked, the Method user will show the different transations that has been associated to this particular user.

I have include a screenshot of the Edit window

Please let me know if I can be of further assistance