Method Community

Just wanted to update this thread and let everyone know that the we've corrected this issue with the import/export tool.  Please let us know if everything is resolved. ~C

[quote user="kdellaripa"]I already checked that and I am using FullName on both the table and the invoice.[/quote] To debug your actions a little here you might want to put a few textboxes on the screen and enter the Action Results for the fields you're trying to match.  It can be helpful to see the Action Results before ...

Chrome or FireFox are both superior browsers to use with Method.  I personally like Chrome for the speed. Regarding the error on this thread, it was related to some customization on the charts for their home dashboard.  I've seen a similar error and it was after editing a table then not clicking finished editing fields. ...

It appears to me to be an IE9 issue. It doesn't happen that often on FireFox, and since I've switched to Chrome (what appears to me to be the best browser in general) I've never seen it happen.

[quote user="kdellaripa"]Why would that be?[/quote] I suspect you need to open the invoice table and click Finished Editing Fields.  If you made a change to a table and didn't click that button the table doesn't regenerage properly and can cause problems like this.  This may also fix the lookup problem from your ...

I already checked that and I am using FullName on both the table and the invoice.

I am getting this same error message when trying to print preview an invoice.  Why would that be?

[quote user="kdellaripa"]Can anyone offer any suggestions?[/quote] Which field are you using to matching the name from the invoice?  The Name field in the customer table will only have the :job portion of Customer:job.  You might want to match the name up with the FullName field as this will contain the full Customer:Job name. ...

I set up a process in an invoice to loop through a table and when the customer name on the invoice matches the customer name in the table the process is supposed to pull custom information from the table and replace info in fields on the screen.  It is working fine until I try it with a customer:job, rather than just a customer. ...

This question came in from Eric - [quote]Is it possible to move an alt contact from one parent to another?[/quote] Yes but only if the alt contact was added through Method CRM.  We have a little more detail on our contact management capabilities here.  Switching the alt contacts would not be part of our stock screens but you can ...