Method Community

[quote user="John M"]right now, if you check the op out of invoices, method will not send a estimate by email.[/quote] I will suggest this to the team but I do have a work around if you customize the QuickBooks_Estimate, CRM_Contacts and Contacts table a little.   Add a field to the Contacts table ...

[quote user="viret56"]Does the field have to equal one of the values in the selection list?[/quote] This is an exact match selection list, so if your list contained the phrase "Method" and your field was "Method CRM" it would not find a match. ~C

Greetings Method CRM Pro>Customer>Contracts>update contacts screen right now, if you check the op out of invoices, method will not send a estimate by email.  How about one more check mark  for opting out of estimates? Having three choices some people will get the estimate but dont want the invoice becasue it goes to a ...

Checking the logs, it looks like you may have deleted your "Location" field at some point in the BuildAssemblies table.  We've put it back. You should be all good now. In terms of selecting updating screens, there's no way - it's updated by the app, not the screen. Paul

I got the following message when I click on the save button. Error during the save section action. Additional Information Action Sequence Order:1 This happened in the screen: Build Assemblies. 2 questions, 1 how do I fix this problem? 2. This screen is a hold over from Method Remote Entry Edition. We are now using now using CRM Pro for QBD. ...

 Does the field have to equal one of the values in the selection list?  Or may the field simple contain one of the values in the selection list?

[quote user="viret56"]Can a grid field be filtered on containing one of several values (using a selection list or some other technique)?[/quote] Definitely!  On step 3 of 9 while editing a Grid, insert a filter and you'll get the option to filter by: Build selection list.  You can either type the list in directly or ...

Can a grid field be filtered on containing one of several values (using a selection list or some other technique)? 

After looking at what i was trying to do im looking at using one grid.  I added a new field to the lineitem table called Divisions and added that to the Grid. That way a divison can be sprinklers, lawns, lights, decks, etc. The other field i added was itemtype to the grid. That way i can filter all my labor for the whole job or just a ...

I'd like to have a look at this issue on your account, could you email me at c.ridgway@methodintegration.com and provide me with more details on which user this is happening to, which browser and if it's just the invoices tab.  I reviewed my field service pages and there's no issue that I can see.  This sounds like an problem ...