Method Community

I have a similar need.  I have contacts listed as types/categories/status, whatever you want to call them in MethodCRM. In my partivcular case, all contacts must have a status like full member, associate member, former member, and so on.  No contact should ever be without a status/category/type/whatever we call it. Would you provide ...

For anyone who may have a similar issue.  This was resovled by checking the Show Inactive users checkbox in the bottom right corner of the Existing Users List.  This showed all users and we found that there was an inactive user still had sign-in access. - Adam

Hi Kelsey, I was able to do what you are requesting by first making a copy of the stock “CRM_AddActivity” Screen.  I edited the screen, and added a new section, let’s call it “Additional Options for Edit Activity”, I added a couple of Fields/Objects to this section, and made sure to click the “Hide” ...

Hi Nick,  I was able to replicate this. I'll create a ticket for our dev team to look into it and I'll let you know here when I have an update. In the meantime, if you take off the HTML editor it seems to show/hide properly. Thanks for finding this issue!  Jason

When using SessionID as credentials what other parameters need to be passed? 

Hi, First off, I'm sorry to hear you ran into some issues during your hour of consulting.   With regards to the limitations, I would check out the QuickBooks Desktop SDK Limitations and the QuickBooks Online IPP Limitations on our Help Center.  We have several articles listed there that go over some of the limitations with ...

Great! Glad to hear. If you experience unexpected errors like these in the future, the first thing you should try is regenerating any related tables. Also, remember to always click Finished Editing Fields after you are finished working in a table.  Jason

The problem is gone. I didn't follow your procedures necessarily, but inadvertantly did just that when I was confirming the fields were in place while writing the submission.

NOVA Sales, You may just need to regenerate the table. To do so, go to Customize>Tables/Fields and click Edit Fields... on the NOVAEvents table. Click Finished Editing Fields. Does this solve the issue? If not, please email me the name of the screen that you are working on and I will take a look.  Jason

I'm getting unexpected behavior when using a checkbox control to show or hide a text field with the Show in HTML editor property turned on. The HTML controls do not hide when you hide the text box using an action. And it you reveal the text box, a new text box appears above the HTML controls. Nick