Method Community

Hello bcr_garrett,     I have read your issue and it is one about timing and they can always be a little tricky.      First, when you Clear Screen For New Entry, you take away the information off the screen and it can not be used. On the other hand, it shouldn't affect the refreshing of the ...

Hello, I am not a current Method CRM customer, however, I am considering given Method can solve a current Quickbooks issue.  In attempting to create a job costing report, we are not able to account for man hours assigned to a particular job until payroll is paid.  With Method, are we able to account for these man hours by job before ...

Hi Garrett, Sorry for the late reply. From the look of the screen, they are QuickBooks custom fields. I believe they should sync.  Could you turn on MethodSupport for the account?  I'm wondering if we were looking in the wrong place before. - Adam

Should I be expecting a grid on a parent screen to refresh when using "Clear Screen For New Entry" from Child OnScreenClose?  I am having trouble geting this to work. I am essentially needing to open a popup from a customer screen that lets users update certain customer fields.  When they are finished, the popup ...

Value from row should work if you have a date column in the table. Try using "value from screen" and see if it gives you an error still.

The second action after assigning Active Record ID is a conditional statement that checks whether or not a date field is empty.  Value 1 is the date field from 'value from row' and it's checking whether or not it is empty.  It's saying that it can't find the 'date' field...

"Action Sequence: 2" tells us that it threw an error when attempted to perform the 2nd action within the Action Set. It will help to get a little more info from you, what are the condition statements and what actions are being performed? Radwan

I think I have it set up correctly, however, I'm still having trouble.  Upon selecting the 'select' botton, I have the actions go through 2 conditional statements, having 1 action do something if a field has a certian value, and doing something else if the same field has a different value.  I'm getting the following ...

Hi Ben, First you must make sure that the select column of your grid is a link not a field. Next you must edit the actions for the select link, by default there will be a "set active record ID for screen" action already in place. Since you want to open the active record in a pop up you must add the "show screen in popup" ...

Hi Ben, The hover tips accept HTML formatting. We don't have a markup guide on our help center for this yet, but you can visit this url for a cheat sheet of common HTML tags. The most important tag for you is probably "<br>" which allows you to create a line break, or "<p></p>" which ...