Method Community

We are using Group Items for certain assembly or kit type product sets, where a group item has child items.  The estimates themselves are being generated via an 'Insert Records into table' action followed by a push to desktop action for the estimates being created. While this did work without issue as of March 22, 2013, the print ...

Hi MuratLuna, Just to make sure I'm understanding you correctly, you want the ability to have the tags show up as checkboxes in your Contacts grid, correct? If so, this can't be done. The reason being is that the TagsList field stores text values, not checkbox (Yes/No) values. Each column on the grid holds the values of one field from ...

Glad I was able to help! You'll need to edit your screen, probably the Customer screen in this case, then just add a Button object to the screen or edit the first Save button and include the new actions. In order to edit a screen go to the Customize tab > click the Screens tab link > then click on the name of the screen you want ...

You can do this using the Character Function action but you'll need to get creative. There are several ways to do this but the way that I'm doing it may be one of the simpler methods as once you get the first result separated from the original string, you can just copy and paste the same actions and alter them for the second value, then ...

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?