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[quote user="Teguar"]...make field changes with the basic version[/quote] With both the basic and Pro version you can add new fields to a table but you can't modify fields that already exist in a table.  Instead of replacing the LeadRating field you can add a new field to the customer table called ProductInterest - this is ...

I'm working with Corinne and Alex on this one and was able to answer these questions by phone.

Hello Method Team, We have just bought your basic version and I watched your webinars about customization. You are saying in there that it is possible to make field changes with the basic version but it looks like we can't do it. We eg. try to replace the field "Lead rating" by "Product interest" and would ...

OK, I belive the "Result Message" field is actually used by QB. All payment reciepts in QB that are processed through the gateway successfully have the value "OK" in that field - I hadn't noticed it because I looked at reciepts where we didn't process through the gateway. QB only assigns "OK" when ...

It may have been considered to use that field at some point but I can't find an action which saves anything to that field. [quote user="smohyee"]Hopefully I'm not screwing anything up by populating it.[/quote] I don't think so, if any screen is going to populate that field it's the Receive Payment screen and from ...

Yeah it looks like the "Result Message" field is empty for all my Quickbooks / Method payment receipts as well. I just put that field on the screen, and updated the Save button with a conditional clause to enter the result from the CC payment action into the  field. I'm a little wary of using an existing field that is ...

Great solution here! ~C

[quote user="smohyee"]without having to recreate them from scratch.[/quote] Unfortunately you will have to recreate the action sets for those OnLoad/OnPopup actions - in future, if you plan to reuse the OnLoad/OnPopup actions then definitely put them into a button so you can just call them.  It also makes the action set more ...

It would be great if the datetime of activity defaulted to email datetime rather than current datetime.  Or Is this a setting that I missed?

Chad, please do! Even if you guys don't make it high priority, I think it's a sensible improvement to make. You guys have functions for calling or copying action sets, so why not extend those functions to all the action sets on a screen?  BTW, your workaround only works with new screens when first desiging the action sets. I ...