Search results by user ID 4712

Re: Employee Name Missing

pdirect — Thu, 05 Jul 2012 13:27:27 GMT

If you reread my initial post you'll see that the employee's name does NOT show up in the list when I try to link the employee to the Method User. That IS the problem.

And yes, the name shows up in QB under the Employee list. I'll email the name to you if you provide your email address (which is just one of the many reasons why Method needs an actual support system that is private instead of only providing public forums).

Employee Name Missing

pdirect — Tue, 03 Jul 2012 19:00:52 GMT

We setup an employee in QB and then setup a user in Method. But now when we try to link the Method user to the QB employee, the employee name does not show up in the list ... and it's been weeks since we added both so we know it's not just a sync delay problem.

Also, if we try to assign this user to an invoice, the reps initials display but it says "temp" in the name... and it's listed as an "other name" instead of an employee. Again, I've checked QB and everything is setup correctly there.

How can we troubleshoot this?

Re: Error When Updating Opportunities

pdirect — Thu, 14 Jun 2012 19:49:52 GMT

Here is what the user says in response:

I did exactly what was outlined except when I click ok it does not save fine and I get the error message.

Re: Error When Updating Opportunities

pdirect — Thu, 14 Jun 2012 19:16:21 GMT

It's not a custom screen ... but I already detailed how to reproduce so I'm not sure what else you might want me to add.

Error When Updating Opportunities

pdirect — Thu, 14 Jun 2012 17:28:38 GMT

When we win an opportunity and update this to convert the lead to a customer, we receive the following error:

Field is lead status only, cannot be updated in table. Action Sequence Order: 138

Re: Exporting a Contact List

pdirect — Fri, 04 May 2012 18:00:12 GMT

Thanks, but I'm surprised you don't know your own product a little better. The best way to do this was by using the List Builder (found after searching). I was able to filter by customer type and export as an Excel file right from there.

Exporting a Contact List

pdirect — Fri, 04 May 2012 13:20:19 GMT

I'm wanting to export a list of all customers that have been assigned a certain "customer type". Is this possible with Method and if so, how would I go about that?

Re: Upgrade QB 11 to 12 and Method

pdirect — Thu, 26 Apr 2012 15:52:07 GMT

Our QB license number changed, but that does not necessarily mean the other ID's changed?

Upgrade QB 11 to 12 and Method

pdirect — Thu, 26 Apr 2012 14:27:07 GMT

I am in the process of upgrading our QuickBooks from v. 11 to v. 12 (2012 Enterprise Edition). How does the Method sync fit into that process? i.e. What do I need to do to make sure the Method sync works with v. 12 and doesn't lose data?

Re: Remove Documents Tab

pdirect — Thu, 02 Feb 2012 16:53:52 GMT

And where can I find out what the storage limits are?