Method Community

Helllo, I created a new screen in which clients will enter personal information about themselves.  I created a link within the client portal to direct them to this screen.  Everything seems to be working fine accept that when they complete filling out the screen, it appears that nothing is saved in the grid.  It was working fine ...

Hi Rodsstuff, That error message indicates that an action for that object could not be performed.  Could you edit the object that created that error go to your actions list?  Once there, find action 415.  My guess it that its a character function action for your merge fields.  From the error message it seems that you ...

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: The Replace Merge Fields could not be performed. The Table 'ab' could not be found. Additional Information Action Sequence Order:415 Thanks Rodney

Hi rodsstuff, As per our discussion the screen is customized which is why you weren't seeing the Character Function actions in the button you were editing. I mentioned that you would need to link the Company table to the Activity table but that was incorrect. You'll only need copy the Character Function actions (one for the Email ...

Thanks Ashur. So, what is the best way for me to migrate from QBD to QBO.? I am trying to sawitch everything the cloud. Are you saying that I need to start over? Surely there is a way to make this happen without too much hassle. Thanks Bryan

Not sure why this keeps happening to you, I'm unable to replicate this behaviour. Are you able to recreate this error? Is there a pattern to it? I'm guessing it's cleared now but if it happens again then we can reset it for you. - Ashur

Hi handcrafted, The Method for QBD and Method for QBO tables/screens are different and the QBO authentication functionality does not exist on Method for QBD accounts, therefore you won't be able to sync Method for QBD data to a QBO account. Additionally, we do not recommend importing screens from one type of Method account to the other, ...

Ashur, it was the receive payments screen.

Hey guys, as you know I have had my Method account customized heavily over the last few years. I am considering switching to QBO so that everything is in the cloud and I do not have to rely on a local server anymore. We are also switching to Office 365, so at that point, all of our files and mail will be in the cloud as well. I have 2 ...

Getting ERROR:Login Failed: If you have attempted to log in several times, please wait 10 Minutes before trying again. on import screen again is there any way to reset?