Search results by user ID 7019

Re: Duplicated customers in Method, but not in QB

debbullocksmith — Mon, 14 Mar 2016 16:16:04 GMT

It seems to be copying the screen that adds the HTML code.....even when I select a version of the screen that has a working go to link, when I go to edit that screen, it has the HTML in the go to actions.

Re: Duplicated customers in Method, but not in QB

debbullocksmith — Mon, 14 Mar 2016 15:42:25 GMT

Since I posted this, I've been trying to add the SpecialType to the CustomerList. Every time I do it "breaks" the Go To link so that clicking on Go To only goes to a blank customer screen.

It appears that the issue is in the Go To link Actions....when I made a copy of the previous CustomerList, it added HTML code in the dropdown where you choose the field (here's a screenshot: http://screencast.com/t/0jHTLENET). Even when I select the correct field in this box, the go to link still opens a blank Customer Screen. I've gone back a version in the CustomerList and made a copy of that screen, and the same thing happens--so frustrating! Can you help with this?

Thanks -

Deb

Re: Duplicated customers in Method, but not in QB

debbullocksmith — Mon, 14 Mar 2016 14:56:07 GMT

Thanks so much for your response, Adam.

They have the same Entity Record IDs, but one is a contact and one is an alt contact, so I guess they're different. (We modfied the contacts list so it's not easy to identify that difference).

Thanks for helping me to understand! (I also added the special type field back into the table so it's clearer in the future.)

Thanks again -

Deb

Duplicated customers in Method, but not in QB

debbullocksmith — Thu, 10 Mar 2016 20:10:23 GMT

We've recently noticed that some customers are duplicated in Method, but not in QB. Method seems to be showing 2 instances of the same customer (i.e. there's exactly the same address, contacts, activities, transactions, etc.); when I make a change to one, it is also reflected in the other. We haven't yet been able to determine what the duplicated customers have in common, but it's not new activities or new transactions. Any ideas on what the issue could be?

As was recommended in another post, we have cleared all conflicts, and that didn't help.

Quickbooks Pro 2016

debbullocksmith — Tue, 23 Feb 2016 15:01:19 GMT

Does Method Classic integrate with the newest QB Pro version 2016??

Thanks -

Deb

Re: Preview Estimate Error

debbullocksmith — Fri, 05 Feb 2016 19:58:49 GMT

I'm getting the same error message when trying to view an Estimate in print preview.

We clicked the Synchronize button next to Changes-only Sync. It now shows that it synched within the last 1/2 hour. However, when I try to view the same estimate again in print preview, I'm still getting the error. Any other suggestions?

We also have the Field Services module. Within that, when we go to the estimate link, we can print preview there without error.

Thanks, in advance, for any assitance.

Deb

Re: Standard fields in QB missing in Method?

debbullocksmith — Tue, 02 Feb 2016 21:38:54 GMT

Thanks so much for your quick response, Inder. I've been searching a lot through the support boards and in many places people were stating that data from ANY (non-cusomized) fields syncs to Method--this is obviously not correct, so I'm disapointed. But thanks for letting me know.

Deb

Standard fields in QB missing in Method?

debbullocksmith — Tue, 02 Feb 2016 19:39:59 GMT

Hi everyone -

I'm trying to make sure that all of our important customer information is showing in Method. I haven't been able to locate the CC Email, or Mobile fields that are present as (I believe) standard fields in the Customer Information section of Quickbooks anywhere in Method. I've looked at the Integration Tools and Exported the tables where I thought this information should be located, but can't find the above fields.

Also, the customer Notes field in QB now allows for multiple entries by date. From what I can tell, when this information comes into the Notes field in Method, it only brings over the first entry. Can anyone give me advice on how to see all of the notes from QB in Method?

Thanks in advance for any assistance.

Deb

Spell check in HTML Editor doesn't work?

debbullocksmith — Wed, 14 Oct 2015 21:48:13 GMT

When using the spell chekcer in the HTML editor, it seems to think that each word (even correctly spelled ones) are misspelled and asks if you want to replace/ignore each word. It is almost as if the dictionary is empty or missing. Anyone else having issues with this?

Contact name not showing up in Activity created on mobile device

debbullocksmith — Wed, 14 Oct 2015 18:39:42 GMT

Recently, I added a couple of new fields to the CRM_NewActivity screen. They are now, however, showing up when you log on in the mobile version. How do I make them appear? Do I need to create a copy of CRM_NewActivity and format it for mobile? How to I make it show up when one is logged into the mobile version, but not in the "classic" version?

Also, when one of the users entered an acitivity in the mobile version, when I pull up the activity in the classic version, the contact field is empty, but I can see the contact associated with it in the Activities list. How can I resolve this?

Thanks in advance -

Deb