Search results by user ID 6368

Re: Adding a new user - additional seat license

SolP — Tue, 07 Oct 2014 13:07:09 GMT

NVM - found it: Customize Tab -> User Tab

Adding a new user - additional seat license

SolP — Tue, 07 Oct 2014 12:49:10 GMT

How do you do this? I can't find it anywhere.

Just as a basic sales recommendation, you should make adding licenses very easy.

Re: Multiple Errors on Sales Order Screen

SolP — Wed, 14 May 2014 16:24:07 GMT

It turns out that this screen is not available for Method for QuickBooks Online (just got off a phone call with tech support). QBO doesn't have sales orders yet. Wish that we could just use sales orders within Method and not have it sync, but doesn't look like that is possible.

Multiple Errors on Sales Order Screen

SolP — Mon, 12 May 2014 22:32:35 GMT

I'm having trouble with my sales order screen - many glitches/bugs/problems:

1. Keeps telling me that the customer field is required even though there is a value in the field when I try to do "Save" or "Save and New"

2. Print Preview button yields this message:

Could not run the 'Show Screen In Popup' command, as there was a problem locating the Screen 'CRM_PreferencesReports'. This Screen may have been deleted, or if you copied the original Screen from another account, you may also need to copy the Screen 'CRM_PreferencesReports' as well.

Additional Information

Action Sequence Order:1

3. Create Invoice button yields this message:

Could not run the 'Show Screen In Popup' command, as there was a problem locating the Screen 'QuickBooks_SalesOrder_CreateInvoice'. This Screen may have been deleted, or if you copied the original Screen from another account, you may also need to copy the Screen 'QuickBooks_SalesOrder_CreateInvoice' as well.

Additional Information

Action Sequence Order: