Method Community

Hi swm023- I am going to chime in here and hopefully clear up some confusion. I think you are filtering by the wrong field, you should probably be creating your filters based on the OpportunityStage field and not the OpportunityStageCategory field. For OpportunityStageCategory there only only 3 options 'Closed Won', 'Closed ...

Hi Katie- Looking at the graphs on the Home Dashboard screen, they are filtered so that any Opportunity Stage that has a Opportunity Stage Category containing the word "Closed" should not show up. Just to confirm if you go click on the ... next to the Stage dropdown (This should bring up the New / Edit Opportunity Stages screen) and ...

Wylie - Out of interest - can you forward a link to the API that you are referring to?  This will give us a chance to say "never", "maybe" or even "soon". Paul  

Hi Wylie, I am not sure if what you are trying to do will work but I can point in the right direction on where to setup payment gateways as a whole. In Method go to Customize > My Account and you should see an option for Payment Gateways under the Change My Account Preferences section. Outside of this there is currently no other options ...

Thank you. Yes, I don't want to delete the stage. I just want to be able to close an opportunity so the $ amount for the opportunity is no longer in the pipeline once it is closed.

@Sam - the plot thickens!!  I used MethodSupport to do this on CopyofOriginal_SalesOrder(2).  I was able to insert new lines without an item on sales order 100003.  There were a couple items there already, so I'm not sure if they came from you in Method or from QuickBooks. I left my test items in there so that you know I'm ...

Shane - Can we have some context?  What screen are you in, and what are you doing while this happens? Has this ever worked? Is it a standard screen or custom? Paul  

Error:We couldn't update current record because we couldn't find a single unique parameter that will match your update criteria. Shane

Paul: Then I have a few copies of the original Quickbooks_SalesOrder screen that I've tried out, the latest one is titled CopyofOriginal_SalesOrder(2).   Here's how you can recreate the issue: 1. Copy the original Quickbooks_Sales Order screen (the name of the new screen doesn't appear to matter). 2. Fill out the Sales ...

Andrea, Yes, if Joe tries to register and his email is listed multiple times that would cause an issue. The registration tries to find a match by email so it can update the fields for user name / pass to the appropriate person (record in table). The easiest solution is to have them contact your company so the user name / pass can be updated ...