Search results by user ID 6085

Re: Error message trying to create invoice

wildliferemoval — Wed, 02 Mar 2016 22:03:23 GMT

Im having this issue too trying to invoice customers.

It has something to do with the save all fields button.

Creating jobs in method for current customer.

wildliferemoval — Thu, 28 Jan 2016 03:54:49 GMT

So, Inside the edit customer tab, I created a button called (Save and Add Job). When I click the button, it will open the crm new customer screen in a pop up.

I have tied several different things but can't seem to get it to work.

I'm needed to copy the current company name, first name, last name, bill to, address, city, state, and zip fields and have them pasted into the new customer pop up screen.

If somebody could tell me the steps in doing this, I would greatly appreciate it. Thanks.

Re: need to delete a customer listed in method but not in quickbooks.

wildliferemoval — Wed, 11 Mar 2015 14:57:50 GMT

Hey guys,

I still have these ghost accounts that I cant access.

The entity recordIDs are as following:

1423

1560

1559

1558

1562

1563

Re: need to delete a customer listed in method but not in quickbooks.

wildliferemoval — Mon, 23 Feb 2015 17:10:05 GMT

Just writing in response to the tech support I talked to a few mins ago. Their is another record in need restored too.

Customer name Amy C, entity recordid = 1423.

Customer Geoff D, entity recordid = 1560

Thanks

need to delete a customer listed in method but not in quickbooks.

wildliferemoval — Fri, 20 Feb 2015 18:03:31 GMT

Im not sure how this happened, but I have a customer listed under method but not in quickbooks.

when I try to open the customers file in method in the customer contact list I get this error.

How do I delete this ghost file from showing up in method.

Also, I have noticed with a few current customers, I can see their file in the customer contact list, but when I click the go to, I get the same error. I have checked quickbooks, and their file is not there either. It seams I have a sync problem somewhere.

I have run the full sync and I have checked the method - quickbooks tab - resolve conflicts tab but no conflicts are showing up. Please help

Campaign field in invoices not population when created from work orders

wildliferemoval — Tue, 17 Feb 2015 23:16:45 GMT

When I create an estimate or invoice for a customer from scratch, It will automatticaly pull the campaign info from the customers table. A Problem I have found, is when we convert work orders into invoices, the campaign info does not automatticaly populate the campaign field in the invoice and is causing us problems with campaign tracking.

Is there a way to fix this.

Thanks

Re: Need to track my last workorder completed for a customer on the customers and contacts list.

wildliferemoval — Sun, 16 Nov 2014 17:48:16 GMT

https://www.method.me/cs/forums/t/6367.aspx

Re: Need help updating a table.

wildliferemoval — Thu, 13 Nov 2014 21:38:53 GMT

This thing has been racking my brain for 16 days or so. I knew it was something simple but I just couldn't figure it out. The Criteria section was what was confusing me.

Yes, this fixed the problem and thank you very much for your help.

Re: Need help updating a table.

wildliferemoval — Thu, 13 Nov 2014 01:58:34 GMT

Can sombody PLEASE help me with this. I have been working on this simple task for countless hours now. Please point me in the right direction atleast.

Thank you

Re: Need help updating a table.

wildliferemoval — Wed, 12 Nov 2014 13:20:42 GMT