Method Community

When adding in Clients for Opportunities we used  "New Customer" instead of "New Lead" and I need to get the 60 entries changed to new leads without having to delete them all and start over. In the Mobile Section there is a toggle "Is Lead Status Only" but it does not work Any idea how this can be done Mark

[quote user="HarryWho"]The total number of hours displayed at the bottom of the hours grid is not always getting included on the export to excel spreadsheets.[/quote] I've got a ticket in with my team to bring this functionality back - I'll update this thread once it's live again. ~C

 I am using Method with a custom web portal based on the included Quickbooks Timesheet screen. I have a problem exporting to Excel.  The total number of hours displayed at the bottom of the hours grid is not always getting included on the export to excel spreadsheets.  Only some.  Intermittend, ugh.  

[quote user="viret56"]wherever I want to use multiple shipping addresses, I replaced the editable shipping address fields with read only fields and a pulldown menu.  My implementation also included the ability to set a default shipping address for the customer (the address that fills the shipping address fields in the customer ...

[quote user="Method_Chad"]you can call a refresh grid action to reset all rows to unselected[/quote] Sorry to correct my own post but the refresh grid action does not uncheck the rows for you.  I'll post up if I find a workaround for you on this. ~C

That is the approach I took.  I created a table for shipping addresses with a customized screen to allow adding, deleting, and updating of shipping addresses.  The shipping addresses are linked to a specific customer through an ID field.  Then, wherever I want to use multiple shipping addresses, I replaced the editable shipping ...

[quote user="Jason_L"]In a grid attached to a screen, is there any way to programmatically unselect a row (ie, uncheck the checkbox generated on the left)?[/quote] While there is no way to selectively unselect a row (or rows) you can call a refresh grid action to reset all rows to unselected.  This may be what you are ...

[quote user="jnoneiliv1"]Any ideas?  Any security settings I need to free up on 2008 R2?[/quote] Is there any antivirus installed and can you confirm the firewall is disabled?  If the answer is no to those then I can have a look via GoTo Meeting to make sure everything is installed correctly.  Please email me your company ...

The Engine will sync from a PC running QB accessing the QB file on the 2008 R2 Server.  But the Engine on the server stays hung waiting for https connection.

In a grid attached to a screen, is there any way to programmatically unselect a row (ie, uncheck the checkbox generated on the left)? I've got a button that will loop through the grid and do stuff with all the checked rows, which works just fine. As a cleanup step, I would also like to unselect the row, so when the logic's done running, ...