Method Community

smohyee, You were absolutely correct.  Such an easy thing to fix; I don't know how I missed it. thanks for your suggestion.   Rolf

The fact that the error message comes up upon closing the window makes me think it's tied to the "onClosePopup" trigger event (which can be found in Step 2 after clicking the "Advanced..." button that is in the "Insert Fields and Objects" section on your customization screen) If you haven't looked at that ...

Thanks for the response Valbon. I'll keep the "Show Message" action in mind for future value testing. Your question is a very good one! I had assumed the IsComplete field would be a text field (don't ask why) where the Yes/No value would have to be typed in, but after you asked I went and looked at the field object and ...

Valbon,   I am overriding under Customize >> Users, which is working well.. but I haven't yet successfully set up the general email info under Customize >> My Account. It may be the Users section is working because it's only asking for an SMTP server?  Tell me if this looks right for the general My Account email ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing.  This has now been fixed to appear when the ...

I am using the Retrieve Value from Table action  to get the value of a dropdown field which I subsequently use in a conditional action. I seem to remember that in the past retrieving a dropdown field would automatically open a new line to allow a choice between the RegID value or the text value. I wanted to use the text value, but have found ...

I'm having a very frustrating time with the following situation.   I have substantially customized both the Lead and Customer screens, and when I go to the Contacts grid and select the New Activity link,  the New Activity window opens.  Upon closing the window, I get the following error message: Action ...

Hi smohyee, [quote user="smohyee"]When defining the conditional statement, I'll select the checkbox value from the screen, and compare it ("is equal to")... what? Should I "type in" the value? What are the values of a checkbox? "Yes" and "No", or "True" and ...

Hi smohyee, When you say you entered your email server info, where are you referring to? Is this the same email that is being used to authenticate the account under Customize >>> My Account? Just to be sure can you confirm that you're not over-riding this for your username under Customize >>> Users >>> Step 2 of 10?

Awesome! Thanks!