Method Community

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 ...

Hey keita, Can you confirm whether these fields were created on your screens or in the Customer table? If it was created in the table what do you mean when you say "they will not flow over into the new fields"? From the error message you posted it seems as though those fields were created on the screen itself an not in the table, ...

Glad to hear, let us know if you experience any other problems  - Ashur

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 ...