Method Community

Hi, For 1.   Yes you will get duplicate numbers in this instance if you allow Method to assign ref numbers.  This is because this number is attached to the RefNumber field which is not unique. If you were to change this number in Quickbooks to a number already in use, you might see an error similar to the following: The best ...

Not sure abt the function of a pop up screen.  I need to replace a screen with updated info from method's default screen (changed three tabs) and have saved the screen as CRMnewlead(2).  Can I replace this new edited screen with the existing screen under the new method tab?  Or do I need to create a new table and add all fields ...

I used that field. When I open the pop-up screen and click the "Select" link and close the pop-up screen, the record id I selected was 1 the record ID returned to the Sales Order Screen as 1262. 

Yes, that's the one.  :)

Thanks Adam. when you wrote "you should save the Value from session > "screen active recordID" into a shared result", were you referring to Value from Session > Current - Screen Active RecordID?

Hi, To transfer data from a popup to a main screen, you should save the Value from session > "screen active recordID" into a shared result.  This recordID will allow you to access the record brought up in the popup.  You can then use the retrieve value from table action to get the information from the table using the ...

Hi Marcelo, This can be easily changed by editing the appropriate Activity types to show/not show on your Calendars. Simply go to Customize > Screens > then highlight the CRM_ActivityTypeList screen name and click View to the left of it. You'll need to select the appropriate Activity types then enable/disable the Show on Calendar? ...

Can the activity calendar be filter to see only one type of activities, for example only meetings.

Hi Murat,  I think the best way to go about this is to first make sure Only checked rows is selected in your Start Loop Through Grid action. This way, you know exactly which records you are deleting and you don't make any mistakes. Secondly, take a look at your Delete Record From Table action. The Where field should ...

Hello have a couple of issues I'd like experts thoughts on. 1. If I create an invoice in method and someone in the office creates one direct in Quickbooks, at around the same time, we get duplicate invoice numbers - surely this should be impossible ? How long should it take for method to talk to quickbooks after creating invoice in method. ...