Method Community

Hi Adam, I was using Firefox tonight adding a record to a customized Edit Opportunity screen and when I clicked on Save&New, this is the message that came up: An unexpected error occurred while processing the results in your browser. If this issue persists please contact your method administrator. This has been happening quite a bit in both ...

For the New Lead screen, we need to have a few checkboxes or equivalent. One is a true/false type: "Xcel customer yes/no?". This one is important as it is a field that needs populating when I import the csv file. Using my test file with one entry, I can't seem to match this field to the checkbox I have created on the new New Lead ...

Where is this done in Method in order to enable the sending of emails from the system? Thanks, E

if there is any filter criteria in a grid, can I clear it out from a button using an action...rather than clicking the little orange 'clear criteria' button in the top right of a grid

Hi Fast Eddie, When you create items you can dictate whether they are taxable or non-taxable items. If you have items that are not set to non-taxable but need them to be set to taxable you can modify the items, is this is what you're looking to do? - Ashur

Hi Blake, What do you mean by clearing the grid's criteria from an action? - Ashur

Hi Dave, If you go to the Customer tab and select the Customer from the list, you will be taken to the Edit Customer screen.  That screen has a Contacts tab, which will display all of the contacts related to that customer.  There is also a button "Add Contacts", where you can add additional contacts to the customer. -Adam

Sorry if I missed this but there is there way to clear a grid's criteria from an Action? Thanks

When I start a new invoice I can not make the items taxable in the list instead I have to creat items on the invoice then mark them taxable.  In Quickbooks taxable items are marked taxable when set up.  Is there a way to make the items taxable so when I pick for the invoice it knows to post the sales tax.

I am looking to convert our current fund raising software to work with Method and Quickbooks. So far so good but I have one challenge that I was wondering if their is a simple solution to. We often assign contacts to more than one campaign, I see currently that you can only have 1 campaign per customer. For example we have a fund raising campaign ...