Search results by user ID 6543

Re: Mobile Customer screen does not display transactions

lzimmerle — Tue, 14 Apr 2015 16:02:54 GMT

Ok, I see the transactions again. However, now I have the original problem I had last year, where sales receipts show as 0. (See customer Bernstein) They walked me through channging the amount field to reflect the amount properly see below. Since my original custom screen no longer works, I can't copy it. These are the steps they gave me last time, but I'm afraid to break it this time. What screen name did you create? I don't know which one to modify.

Hello lzimmerie,

The two fields are labelled the same on each the regular and mobile screen but are actually two different fields. The regular screen uses the Amount field and the mobile customer transaction screen uses the AmountForEntityBalance field. Here are the steps to modify your mobile screen to use the Amount field instead of the AmountForEntityBalance field.

1. In the regular login, go to Customize -> Screens and find the Mobile_Customers screen in the list.
2. Hover over the name and click copy. Follow the copy wizard. You want to copy the screen from your account and replace the links.
3. In the screen designer for the new customized screen, click Show on the Transaction section.

4. Click Edit… on the transaction grid. Go to Step 2 in the grid wizard. Set the Field value to Amount. You can caption it as 'Amount'. Click Insert Column. You can delete the AmountForEntityBalance field if you like.

Re: Mobile Customer screen does not display transactions

lzimmerle — Tue, 14 Apr 2015 14:59:56 GMT

Mobile Customer sceen. I've tried to replace it with the stock screen several times by copying the screen and choosing replace links. I have an android phone that I use to test the screen becasue that is the device I use to view customers when out of the office. I copy screen. Publish it. Then save and close and log out. THen I go to my phone and log in and try to look at customers and pick one and try to veiw transactions fot that customer and it says loading grid, but never goes beyond that. I have also tried to log in the mobile version on my desktop computer too and get the same thing. I have checked the box in my user account to allow Method access so you can see my account for yourself and see if you can find problem. The original customized screen is labeled Mobile_Customers(4) and the one I tried to copy the stock screen is Mobile_Customers(8). If you log into the mobile version on a phone or even my computer, when you choose a customer from the list and then choose the Transactions tab for that customer, it just says load "Loading grid" but doesn't go beyond that. In the customer list, try "Allen, Shannon" She has several transactions that should be there. THank you.

Mobile Customer screen does not display transactions

lzimmerle — Tue, 14 Apr 2015 00:21:23 GMT

Hello,

I had customized the Mobile Customer screen several months ago because sales receipts were not showing an amount correctly. I wanted to do some further customizing so I could filter it to only show customers with balances. I tried modify my screen and it would not work. I tried to create a new screen by copying the original screen and have tried multiple times and now it does not show any transactions. It freezes on the transaction screen and just shows loading grid, but it never loads. Please help!

Thank you

Re: Mobile Version

lzimmerle — Fri, 10 Apr 2015 05:07:35 GMT

I tried to view Mobile_Customers screen and I get an error:(see below) I followed instructions and gave permissions to all users and logged out and then signed in again and still get this error.

Welcome to Method Mobile.

Unfortunately, you either do not have any mobile-optimized screens, or you have not been given permission to access them.

Normally, this can be solved by asking your administrator to do the following:

Go to Customize > Tab Groups.
Edit the "Mobile Users" tab group.
Place a checkbox beside all the users who should have access to the screens found in the Mobile Users tab group.
Click Finish.
Try signing in again.

Here are some other troubleshooting tips:

Only screens that are marked with "Optimize for mobile device." in the Advanced area of the designer screen are available here.
Users will only see screens that are assigned to a Tab under one of the Tab Group they are granted access to.

Re: Mobile Version

lzimmerle — Fri, 10 Apr 2015 04:58:30 GMT

I do not have any idea how to create filters or customize screens. Forgive me, but you will have to give me step by step instructions.

Thank you

Lori

Mobile Version

lzimmerle — Thu, 09 Apr 2015 18:41:48 GMT

The mobile version view is very limited, only showing customer list. When I log in on a desktop with regular classic version, it allows me to choose different customer flitered views like "Shared customers with balance over 0" How can I get a view like that in the mobile version?

Method service stopped

lzimmerle — Sun, 28 Dec 2014 20:34:27 GMT

I was cleaning up my startup programs in MSCONFIG because my computer was running slow and I must have unchecked the startup for the Method Software because I get a pop up box to sign in for Method with Company name, sign in name and password when I open my Quickbooks and then I got an error that Method stopped working. I went back into MSCONFIG but I don't recognize any startup programs with the name Method in the Startup programs or Services. Would you please tell me what I need to reactivate in the services tab and/or Startup tab in the MSCONFIG so it will automatically startup again? I'm runnning Windows 7 Professional 64 bit version

Thank you

Re: Customer transactions mobile screen

lzimmerle — Wed, 17 Dec 2014 18:13:10 GMT

Would you explain how to create a Filter View with the Transaction Grid's wizard you are talking about? And what do you mean by copy the logic? I don't know how to get to that.

Thank you

Re: Customer transactions mobile screen

lzimmerle — Wed, 17 Dec 2014 02:02:34 GMT

I checked the active box and our company name is ****. Go into the mobile sign in and look up the customer

Smith, Kevin & Donna 10/14 and then go to the transactions tab. You will see on the grid that it lists a payment, a sales receipt and an invoice. It shows a total of all 3 of them. I would like it to only total the sales receipt and payment so that the "total" will show a total of customer payments (payments and sales receipts)

Thank you for your help.

Lori Zimmerle

Customer transactions mobile screen

lzimmerle — Mon, 15 Dec 2014 06:30:12 GMT

How can I change the mobile screen for customer transactions to only show sales receipts and payments? Right now it shows invoices, payments, and sales receipts and then totals all of them which confuses my sales guy. He only wants to see customer payments and sales receipts totaled.

This is how it looks now.

As you can see, there were only 2 payments totaling 7342 but it added the invoice too which is incorrect. (If the pasted image doesn't come through, there are 3 transactions for this customer showing:

Payment 4842.00

Sales Receipt 2500.00

Invoice 4842.00

Total 12184.00 (total payments is only 7342.00 though) It is totaling all transactions even though some are payments and some are invoices.

Would you please explain to me how to customize this screen to only show sales receipts and payments?