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That may have been it. I did not re-generate the screen and it now seems to be working.

Also: I have been able to successfully add job types to existing customers. My test (ABC) was actually converted from a test lead. Something must be missing or awry in the Customer (parent) account, but I can't seem to figure out what. All relevant fields appear to be there. Finally, I created sales orders for the subaccounts I created and I ...

I created new fields, Phone 1, Phone 2, and Phone 3 for leads and customers and edits for both.  Because phone numbers were previously entered in the phone or altphone fields they will not flow over into the new fields phone1,2, and 3 that I created.  When I go to tables to edit/remove original phone and altphone field it appears ...

I created a (parent) customer called "ABC" (Name=ABC, Contact=Test, FullName=ABC, ParentFullName is blank: I created 2 subaccounts: ABC: Name=ABC, Contact=ABC, Subaccount JobType=Subaccount desc:Main Account, FullName=ABC:ABC, ParentFullName=ABC  Mike: Name=Mike, Contact=Mike, Subaccount JobType=Subaccount ...

ok, done - you have mail...

Good to hear!!  :)

The basic functions of Method are the same across all accounts, and mine is not rounding up.  Could you email me your Method account name and enable the MethodSupport user?  You can do this by going to Customize > Users and checking the checkbox next to the MethodSupport user. Thanks, Adam

Just to clarify, this is the only other solution besides the one mentioned by Mark Crews, as they are both legitimate solutions. - Ashur

Hi Test, If you're not utilizing a supported Payment Gateway, then with our current platform, the only other way to do this would be to utilize our Call Web Service action. You can use this to call a service, insert your parameters, specify whether or not a response is returned, hold the information in an action result, and even prepare a ...

Adding on to my last comment, we just pushed out an update to the Contacts screen last night so you may have tried accessing the screen while the update was being pushed out. Click here to check out the release note. - Ashur