Method Community

Hi ecoxotic, You won't be able to remove these fields from the screen entirely.  These are needed in order to sync the estimate over into QuickBooks.  You can however hide them in the grid so they don't show. See below: Hope this helps, - Adam

Can you show me how you are setting up your Insert action? Perhaps with a screen shot of the action properties?  I'm wondering if you're taking a value and putting it in the wrong field (for instance, putting a text value in a field that's expecting an integer). The three required fields for the SalesReceiptLine table are Item ...

Hi Andrew,  Are you using merge fields to bring date fields and estimate line items into the email template? I'm not sure what you mean by how multiple line items are displayed on an email template, can you elaborate a little more on what your end goal is? I'll have to look into how to format the date ...

In the app, you have a Customization tab, from there an Integration Tools tab, from there a link that says Web Forms that allows us to create a web form that we can use to upload records to the system, from an external page. That's alll very simple and works just fine.  But as part of that upload, along with the simple data like name ...

I am getting this Error:There was an Error during insert records into table.

Schalk,  After further investigation, I found that PayPal doesn't directly support the ZAR currency. For credit card transactions, the currency would have to be converted from a supported PayPal currency. There is some hope though as Method supports Authorize.net emulation. If you can find a merchant account that works in South ...

Are you getting an error or is nothing happening?  If there's no error, it may just be that the grid is not showing the insert. If you refresh the grid, if an insert was successful, it will show. I'd also make sure you are setting the right value for SalesReceiptRecordID.  You should be using "Value from Screen" ...

Support, I am finally taking the time to get this request out of my head and into your hands. We love the Gmail gadget but it should would be great if the contact/customer lookup would look up the email in the sent address. We often find ourselves sending a customer a email that will likly require a follow up and it would be great when composing ...

I can't seem to get it to insert into grid.

Hi, I think I have a grasp of what you are trying to do.  I just have a few follow up questions first. Am I correct in assuming that a customer can own multiple counties, but a county can only be owned by one customer? Assuming that, I'm not 100% sure if I'm suggesting everything you need just yet, but here goes. First ...