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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 ...
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Julie,
One option is to create a billing "service" assigned to a billing crew for each of the customers for the first of every month. Then on the first of the month, you mark them as completed and create the invoice.
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I am trying to figure out how you can change the line order for an Estimate. So if I build a 20 item estimate and then need to re organize it into a better order I don't have a way to do that. I found in the customize that you can add the Line order column to the Estimate Grid. But You can change the numbers around but when you hit update the ...
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So having some issues creating web to leads with opportunities and customers.
Below is the edit field description page.
StepTable - FieldCaptionData TypeRowsPositionRequired?Default ValueHidden?Formula
Edit
2
Customer - FirstName
First Name
Text
1
1
Delete
Edit
2
Customer - MiddleName
Middle ...
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Great, glad I am not loosing my mind
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yes we did and that fixed it. Having issues with web to leads, creating 2 contacts when I am adding an opportunity attached to a customer. So that had created a couple of empty entities, when I hadnt set the opportunity contact name.
Going to create another post in forum about that issue :)
Thanks for the help on this one though.
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Hey Dave
Using the sample code from http://imtheirwebguy.com/cforms-to-methodcrm-getting-dirty-with-soap/
I'm using the method API call "MethodAPIInsertV2" just like they are in the above example, but instead with the Method Consultant's fieldnames that was provided
(1) insert into Customer Table and
(2) Insert ...
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There have been a number of posts recently regarding debugging the service calls. I'd like to share that we've had great success using a tool like fiddler to intercept the internet traffic so we can inspect the raw http requests and responses. This is how we learned when to expect attributes vs nodes vs text in the Method ...
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I’ve noticed that when I add comments to an activity and check the HTML of the field a <p> tag is added, however if I copy and paste text there is no tag.
If comments are added using a Mac again there are no tags added.
This is causing some consistency issues with grid displays. Has anyone come across this before?
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Hi moultrup,
Does the service method being invoked support the post method? If not it doesn't matter how the call webservice action works....your call will aways fail.
If that is not the problem send me an email and we can discuss this off forum
Dave
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