Search results by user ID 5758

Method CRM Updates - Feb 24, 2014

Method_Mandeep — Mon, 24 Feb 2014 20:36:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Credit Memo

Fixed (#1020) - Fixed the Credit Memo screen where the More actions...>>>Customize Templates… button was not loading the Preference Report screen. (QBD)

Method CRM Updates - Feb 4, 2014

Method_Mandeep — Tue, 04 Feb 2014 17:30:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Estimate

Fixed (#1008) - Addressed issue of duplicate items when creating Sales Order that contain group items. (QBD)

Sales Order Create Invoice

Fixed (#1008) - Addressed issue of duplicate items when creating Invoices that contain group items. (QBD)

Search Customer

Fixed(#1017) - Bill City is now included in the grid filter correctly. (QBD)

Cheers,

Mandeep

Method CRM Updates - Jan 20, 2014

Method_Mandeep — Mon, 20 Jan 2014 22:09:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Edit Case Reason List

Fixed (#1009) - Addressed issue of duplicate button rows when the screen is a popup. (QBD)(QBO)

New Activity

Fixed (#933) - Addressed contacts phone not appearing after selecting the contact from the dropdown. (QBO)

Cheers,

Mandeep

Re: Item Group

Method_Mandeep — Fri, 30 Nov 2012 17:36:15 GMT

Quickbooks online does not currently support item groups.

Re: user record restriction

Method_Mandeep — Fri, 30 Nov 2012 15:31:30 GMT

Right now this isn’t possible. If you need two users to be able to access a customer you can give them access to each other’s customers. This option would require you to change some setting at Step 6 of 10 "Access to Shared Record".

Re: User Portal Secure Cert

Method_Mandeep — Thu, 29 Nov 2012 22:45:51 GMT

Hi, as mentioned above we need you to use the iFrame because the SSL certificate is owned by Method Integration.

Re: Chopped Customer Address

Method_Mandeep — Thu, 29 Nov 2012 20:05:27 GMT

Hi, I am not too clear on what you mean, could it be possible to explain what you mean by Customers with 4,5 and 6 lines of address? A screen shot if that is possible.

Re: user record restriction

Method_Mandeep — Thu, 29 Nov 2012 18:30:52 GMT

Hi, at step 1 of 10 "Access to Shared Record" you need to link Employee/Vendor/OtherName(SalesRep) and at step 6 of 10 you need give access as required to this user. Step 6 of 10 "Access to Shared Record" for the original user you need to unselect share all records and apply full access to see the other users account. Note both users need to be linked to a Employee/Vendor/OtherName(SalesRep).

Re: Item Group

Method_Mandeep — Wed, 28 Nov 2012 21:53:05 GMT

Hi John, can you clarify what you mean by items and group functions.

Re: exporting/importing tables

Method_Mandeep — Tue, 27 Nov 2012 20:57:08 GMT

Hi Shaun, Method CRM Help Center has covered these exact questions and more.

You can see the article using the following link.

http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=189

Scroll to the bottom where it says "Special case: Customers, Vendors and Leads".

Search results by user ID 5758

Method CRM Updates - Feb 24, 2014﻿

Credit Memo

Method CRM Updates - Feb 4, 2014

Estimate

Sales Order Create Invoice

Search Customer

Method CRM Updates - Jan 20, 2014

Edit Case Reason List

New Activity

Re: Item Group

Re: user record restriction

Re: User Portal Secure Cert

Re: Chopped Customer Address

Re: user record restriction

Re: Item Group

Re: exporting/importing tables

Method CRM Updates - Feb 24, 2014