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Karen, I’m not sure if this can be achieved via a popup, but I have a few dashboards that include reports for cases and activities created by month. I have two date pickers on the screen. One is hidden and is set to the current date/ time. The other is set by the user. Then in step 2 of 4 on the report object wizard I have a ...

Step 4 of 9 on the grid for the estimate line items includes 3 dropdowns in which you can define the sort order for grid items (filter by any field in the table). So you can sort by record ID, then date then amount for instance. Also by clicking on the field heading on the live grid you can sort ascending or descending, again by ...

Ben, having just started implementing web forms myself I have a feeling this isn't possible. Certainly when creating an activity using a web form I experience the same issue. The 'activity.contacts' field is blank for activities created via the form. Somebody has to physically open the new activity and assign a contact to it.

They are run one aftre the other and the success/ failure of the first one is used to run or block the second.

it definetly didnt work properly. The user did all that you said but the contacts kept the old tag. Hence when they went to look at the contact the tags were dissaperaing. I had to export and inport all those contacts with the correct tag before all of them lost their tag. You may want to check it is changing all the tags when renamed. I had ...

Ben, You can rename the tags by choosing "Manage tags".  The screen should look like below.  You can select the tag and the operation you want to do to it (rename, delete, merge).  If you were to rename it, it will update other contacts with the same tag to the new name. - Adam

Hi all, Is there a way to have a popup window open at the first step when clicking a button to generate a report, and have the button ask for a date range that the user has to input for the dates that the report should be run for? Thanks! Karen

Hi Shane,  By default, Method for QBO doesn't have a Sales Order screen. It would be possible however to create a screen from scratch that worked the same way. You may have to work with our consultants to complete a project of that scope though. Let me know if you would like to go this route and I can put you in touch.  Jason

Hi thyon, The api always returns an xml response, whether success or failure, Have your tried running your opportunity insert on its own? I'm thinking what is happening is you might be getting a collision with running them one right after the other where something is getting lost on your side. Anyway try it out, and let me know if that ...

Good day, Method community!  It’s been a good three months since I started my tenure here at Method CRM, so Errol (my partner in crime and the voice of our User Tutorial videos) indicated to me it’d be high time for me to introduce myself to our clients and the community at large.  My name is Alex, and I have the ...