Method Community

Just sent you some screen shots to explain. Jerry

Jerry, From the screenshots you sent me, it looks like all you need to do is edit the Lead Source field on your New Lead screen, then edit the first action in the Add New event, and select the correct screen to point to. - Ashur

Hi Kyle, You are correct.  Estimate number, by default at least, will be set by Quickbooks.  Method has a setting under the Quickbooks tab > Syncronize that allows  Method to set numbering on estimates, invoices, sales orders and the like.  Can you check your settings and see if this is checked or not? If this is ...

Hello Jerry, I'm a little confused here, what event is causing the 'Action Sequence Order 1' message to appear (e.g. clicking Save)? What is the first action listed for that field/object? That is the source of the problem. I understand you want to include a custom field on the New Lead screen called Industry Source but what more ...

Can you please provide a screenshot or the exact wording of the message. If Authorize.NET is not seeing anything on our end then the message should be able to tell us why the payment was rejected. - Ashur

Bryan, I was advised of a better way, using the grid to see what you're going to delete.  With my original way, if you made a slight mistake, you could delete activities you didn't intend to.  Not something we want to do., obviously. With the grid, also include the Activity Type so you can filter by work order.  You can ...

Getting a little frustrated with this now. What I tried to do is create an additional tab in new leads called industry source basically just like the tab thats there for lead source. copied all the screens that I think are require for the new industry section (shows up but without at this time the buttons for drop down and screen pop up) will ...

Adam, could I not just loop through the grid and then assign a value to the action result of RecordID in the row and then delete the record from the table where the RecordID is equal to the action result? I see that was used on another screen. However, before I do that I want to make sure its right, becasue if not, it will delete all of my ...

k logging out for 15 minutes fixed it. Weird cos I logged out earlier to try and fix it and it didnt work. Maybe it wasnt 15 minutes. Thanks again.

Hello, I've been using Method fro some time. I've not done any customiztions or set-up actions and such. In th estimates there are two nagging issues that I am not sure if they are method issues or end user issues. When creating an estimate there is no sequential numbering. I was under the impression that this infromation would pull ...