Method Community

Hi Steven, I created the same actions you have and it works correctly. Message appears when the box is clicked to set the value to True, but not when clicking and setting value to False. Also when the message pops-up, when I select 'Ok' or 'Cancel' the correct values are assigned to the action result, i.e. YES or NO. Can you ...

How can I make available tags checkbox selection directly in my Lead/Customer list grids? At the moment I set it up the way that allows to write text in the tag field directly in the Lead/Customer grid. But I want to have checkbox selection for it. Appreciate beforehand for your help.

Ashur,   Wow - the steps are very clear now.  I have administrator rights for all except Q-books, which my manager maintains.  That was missing component.  Where do I find retrieve value from table and other action buttons.

Hi Mike, I haven't been able to replicate this type of behaviour, I'm able to associate the Jobs to the Parent during the creation process of the Job. Just to clarify, are you trying to create the new customers and then associate it as a Job after it's created, or are you associating it with the Parent customer during the Job's ...

I understand now, thanks for elaborating. To clarify, the Phone and AltPhone fields are stock QuickBooks fields which is why they cannot be deleted. Why don't you just create two custom fields in QuickBooks when editing one of your customer records, name them Phone 2 and Phone 3. Make sure to put a checkmark in the 'Cust' ...

Yes, I noticed call-to-web-service thing after I posted this thread, but I am stumped about how to parse the values? Their web-service doesn't return xml at all. Their response looks like: result1=test&result2=tester&result3=testing Character function is extremely limiting. What would you suggest?  

hi invoice 22339 is the same in quickbooks. Sales order 23201 is my example. When entered in method it had the incorrect tax as per above screenshot. When method synced with quickbooks it changed to the correct amount. If we are using method then the whole sales order to payment process could take just 5 mins, meaning a client is incorrectly ...

I created a checkbox field but I want a message to appear when the checkbox is checked.  No message pop-up when it is not checked even by clicking the box to uncheck it.  How do I do this?  Below are the actions that I've added so far but it is not working properly: 1. Event: Click:  Start Conditional Statement ...

Hi Miles, I took a look and I think I found the invoice you are referring to. I need to do some additional testing as I broke down the math and it appears to be calculating the tax on an individual item level, causing tax on some items to round up to the nearest cent.  If this happens on two items, you'd end up with a one cent ...

Yes, the error displays when attempting to access a customer record - edit.  -These new fields were created on the screen and in the table.  The new customer table field names added are Phone 1, phone 2, and phone 3 with no required fields.   -On the screen the names are Phone (o), Phone (c), Phone (h).  Data was ...