Method Community

Hi Gpeak, Have you done any screen level customization to your web form? The stock web form screen has validation for handling when a customer name is already in the database since the Name field is unique. This validation can be found on the hidden CreateCustomer button's click event. --Audisho

Hi Sarah, Tab ordering can be found on Step 3 of the Advanced options of the screen. I hope this helps. --Audisho

Hi Daniel, Welcome to the Method forum! Please refer to Solution No. 418 for details and limitations on syncing Method with QuickBooks advanced inventory features. Post back if you still have any questions. I hope this helps. --Audisho

Hi Sixtel, In your last screenshot, the Where Field should be RecordID. Your action will appear as follows: Select Table: CJSBlackOutDate Where Field:  RecordID                 <--- Change this one!!                      Equal ...

Hi Sixtel, Much of this will need to be done manually however, you can copy action sets from your other screens using the Show All Accessible Controls In Account option. You'll want to be very careful when using this for different record types, as this could lead to logic / data validation issues. I hope this helps. --Audisho

Hi Maureen, Sorry for the late reply. The reason that this is happening is due to the nature of the address fields on the Activity table. These are linked via the Entity dropdown field. When a record is loaded from the table, the address values are simply pulled from the related record in the Entity table. Unfortunately, making changes to the ...

Hi Sixtel, In Maureen’s example, if you add a grid link and label it "Delete", the necessary actions should be added to the link's actions automatically. If not, you’ll want to add the following: - Delete Record From Table - Refresh Grid Depending on what you're doing with records in this table, you may want to ...

Hi Sixtel, Fran did a good job of explaining this, but feel free to post back if you still have any questions. Fran - As always, thanks for the explanation! --Audisho

Hi Abiose, Welcome to the Method forum! While you wait for a call from our support team, you may want to try the following. 1. Resetting your password HERE 2. Verify that your are logged into QuickBooks as the admin user 3. Verify the permissions on the QuickBooks certificates for the Method Integration Engine and the Method Listener. These ...

Hi Andrew, A case has been created and a member of our support team will reach out as soon as they are available to investigate. Sorry for the inconvenience. --Audisho