Method Community

Hi Robyn, There are a couple reasons why the values you are looking for are not showing up in the dropdown menu you are using to recreate these actions.  The first reason could be because this is based off a custom screen, the stock “Edit Lead” screen is based off the Customer table, however several fields on this screen are ...

Yes that's correct.  One thing I want to note is that the farther back you sync transactions, the slower the syncing process will be.  You might want to select only certain transaction types to have a longer range. If you have a large QuickBooks file with lots of transactions, each full sync will resync all of ...

Support, Is there a way to relate an activity to a "Global Case". In other words if I have a system that is down and it is effecting multiple customers. When multiple customers email/phone in for support it would be nice to create an activity and instead of typing the details of the issue repetitivly, just to realte to a Global Case ...

Thanks, that did the job.  I presume anything I enter in the Transaction History becomes the Default for setting options on individual transactions.  Is that correct?

I see that the "manually closed" field in the sales order line grid in the default salesorder screen is hidden. Trying to allow the manual closing of specific sales order lines, in the even that we need to HOLD an item before placing it into queue for purchase order calculation. Manually closing these items is how we've done it in ...

Looks like it resurfaced again...

http://www.flickr.com/photos/46155768@N00/9379865096/ heres the actual screen grab. I tried it on my PC and a MAC and neither Safari's work.

This one is definelty not good and will need to be fixed as soon as possible. Users with Safari cannot login in to the portal I created. They can login fine with any other browser. Following error appears... Sign In Sign In with your User Name and Password for online account access.  If you do not yet have a ...

Well it seems to of calmed down but I still have some screens that are messed up. I recreated those. I am back in the June release though as not sure what happened when I switched to July.

In the advanced properties for a field in a grid I have created it looks like I should be able to add other columns to show in that grid. My field is linked to a table that has numbers (ListOrder) and then another field with text field (BirthMonth) so would like to show both the numbers and text field in my grid. Perhaps I am confused as to how ...