Method Community

Hi Loewen,  I need to first find out of this is happening on an original Method screen or a customized screen. To find that information, can you please hover your mouse pointer over the Leads and Contacts List tab link and let me know what information appears in the pop-up rectangle information box that appears on the right hand side of the ...

Hi cpitts, I wanted to give you an update on the error message that you were experiencing. The screen that you were looking at is part of Method CRM Full Blown which we unfortunately don't support anymore and won't update. The  QuickBooks_SalesOrder from TemplateOnlineCRMQBDesktop (#380) screen that I had mentioned above is part of ...

Hi cpitts,  The original Method screen for the Sales Order screen is "QuickBooks_SalesOrder from TemplateOnlineCRMQBDesktop (#380)". Once that tab link is pointing to that screen, try clicking on the "Create Invoice..." button one more time, and let me know if you are still experiencing that error message.  I hope ...

Hi cpitts,  If you go to Customers > Sales Orders and you hover your mouse pointer over the Sales Orders tab link, can you please tell me what is written in the rectangle box that comes up? I just want to make sure that the "Create Invoice..." button is still working properly on the original screen.  Ronen

Hi cpitts, In order to direct the Invoices tab link to the original invoice screen you need to do the following: Go to Customize > Tabs For the Customers tab, click on Edit Tab Links... For the Invoices tab link name, make sure that the dropdown selection under the Opens Screen is "QuickBooks_Invoice" I hope that ...

Hi viret56,  These are the steps that I recommend that you take to add the dropdown field successfully to the Estimate screen: Go to Customise > Screens. Select the copy of the estimate screen. In the designer, click on Add Objects tab. Select the object Dropdown1 and drag that into the designer screen. Click on ...

Hi cpitts,  The reason that you are getting this error message is because in the screen that gave you that error message, some of your actions may be missing the "End Loop Through Grid" action. The reason you are getting this error message right now is because the latest version of Method verifies that actions are setup correctly ...

Hi Peet, I need to first find out if this is an original screen or a customized screen. The best way to find this information is by hovering your mouse pointer over the tab link for the screen. The name will appear in a white rectangle box on the right hand side of the tab link. I also wanted to make sure that the Method Integration engine is ...

Hi viret56,  I just wanted to explain to you the difference between the dropdown fields and the dropdown objects that you have the option of placing within your screen.  When you select the “Dropdown” object in the designer, when you go to “Step 4 of 6”, you have the option of selecting a table and a specific ...

Hi John M,  Just wanted to give you additional information regarding the update to this issue. Please refer to the following link for additional information on this: http://www.methodintegration.com/cs/blogs/releasenotes/archive/2012/02/07/method-crm-updates-february-7-2012.aspx Ronen