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  • Changes in the grid - customization

    I would like to be able to update one field in a grid while in the table. &nbsp;(SortOrder) &nbsp;I have watched the webinars about the actions, and I can&#39;t seem to get it to work. &nbsp;Do you have the exact instructions on how to do this or can you tell me which webinar to watch. &nbsp; Also, I created a custom field &quot;Gate Code&quot; ...
    Posted to Method:Classic General Q&A (Forum) by Jule on 06-11-2013
  • Re: Invoices

    If I select taxable both screens work fine. The problem is when I create a batch invoice that the tax item does not comes from QB. In QB I have most of my clients with tax, and a small amount non taxable, but in method all the customers have that tax item dropdown empty. If I create a single invoice , as soon as I select the customer the tax ...
    Posted to Method:Classic General Q&A (Forum) by Marcelo11756 on 06-10-2013
  • text box comments not saving after refresh

    I added a text box to my work order for tech comments and work performed. &nbsp;but it doent save the text after save/close and then returning. &nbsp;it also does not show on the printed WO even brfore exiting the screen? Idea&#39;s ?&nbsp;Im new to this
    Posted to Method:Classic General Q&A (Forum) by krp2203 on 06-10-2013
  • Re: Switching from QBD to QBO

    If you&#39;re looking to migrate custom tables/screens from Method for QBD to Method for QBO, the only way to that now is to manually recreate each screen as the data structure between QBD and QBO is different. Reference numbers and the way they are referenced are different. Intuit is releasing V3 of their IPP platform (QBO API) in late 2013 so ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 06-10-2013
  • Re: Invoices

    Hi Marcelo,&nbsp; Please do as per my instructions from before, and then I will go through how to test the screen. From before: Can you test&nbsp;out&nbsp;the&nbsp;stock QuickBooks_Invoice screen as well?&nbsp;You can&nbsp;test out the stock screen by going to Customize &gt; Screens &gt; search for QuickBooks_Invoice &gt; highlight the mouse ...
    Posted to Method:Classic General Q&A (Forum) by Method_Kalvin on 06-10-2013
  • Re: Client Portal Screen isn't saving entries into grid

    I will put together a detailed description of what I did and have it ready for you tomorrow...
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 06-10-2013
  • Re: Client Portal Screen isn't saving entries into grid

    Hi Ben, Can you clarify what exactly was done to the screen? Include as much details as possible so that we can understand why you&#39;re not seeing the data. It&#39;s likely something small that you overlooked. Additionally, helping with custom screen issues over the Forums is difficult as we don&#39;t know what else is happening on the screen. ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 06-10-2013
  • Client Portal Screen isn't saving entries into grid

    Helllo, I created a new screen in which clients will enter personal information about themselves. &nbsp;I created a link within the client portal to direct them to this screen. &nbsp;Everything seems to be working fine accept that when they complete filling out the screen, it appears that nothing is saved in the grid. &nbsp;It was working fine ...
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 06-10-2013
  • Re: Error Message: The replace merge fields could not be performed

    Hi Rodsstuff, That error message indicates that an action for that object could not be performed. &nbsp;Could you edit the object&nbsp;that created that error go to your actions list? &nbsp;Once there, find action 415. &nbsp;My guess it that its a&nbsp;character function action for your merge fields. &nbsp;From the error message it seems that you ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 06-10-2013
  • Error Message: The replace merge fields could not be performed

    I am getting this error message when I click Save and Edit to save a new lead. I can close the error box and everything seems to load on the next screen. Error:&nbsp;The Replace Merge Fields could not be performed. The Table &#39;ab&#39; could not be found. Additional Information Action Sequence Order:415 Thanks Rodney
    Posted to Method:Classic General Q&A (Forum) by rodsstuff on 06-10-2013
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