Method Community

Last update. I've inspected the Description only lines of the Invoice, one as added by QB then synch'd, the other added in the Full Blown Method Invoice screen using the table export function.  Both look identical in terms of data stored.  Neither have an Item, both have a QTY of 1, both print using the default report.

Another test, sorry so verbose. I can create a Description only line in Full Blown Method Invoice. I can print the Description only lines using Full Blown Method Invoice and the default report. So, I'm not sure what's not working, except that in my customized screen Method won't allow me to enter a Description only field without an ...

Sam, I just ran some tests that might help. I CANNOT create a Description Only line in Method without an Item. I CAN create a Description Only line in QB and it synch's to Method perfectly fine.  It will ALSO print on MY Invoice report.  All of my screens and reports are customized, so this doesn't inform what the Method ...

Sam - I'm coming in late here, but to me I think what you want is totally possible. I tried on my side to create a sales order, on a standard sales order screen, with 2 lines, one that had an item and description and one that only had a description.  This worked for me. I tried on my side to print preview this using the standard sales ...

luvboy - Sorry for the delay. All dropdowns have their values stored in a separate lookup table. So you need to insert values into that lookup table first before inserting the record into your main table. Paul

Sam, That all makes a lot of sense, now I understand.  I'm really curious to see how folks solve problems of customization in Method.  I've always had great support on the forum from the Method support folks, but I hate to post a question or issue for every customization question and I'm hoping to give what help I can to ...

@mrjonboy - I feel what you are planning *should* work fine in theory.  We've never tried it ourselves, so that's why I say "theory"! Lead status does exist for employees, the same way it does for customers and vendors.  Also, the web forms were made to handle generic scenarios like this, rather than be limited to ...

right, so i know how to create opportunity stages and have done so. why isn't my filter working. i followed your instructions: When you go back to your copy of the CRM_OpportunitiesList screen, in Step 3 of 9: Filters, make sure that for the filter for the field name OpportunityStageCategory, you select the filter ...

Do we believe that this request is doable?    Thank you,

James, While our staff likes to use description-only line items for generic notes, I agree that there are better ways that can be handled, ie text boxes and predefined fields. And yes, I've given up the attempt to work around the issue with a separate table for description only items: I couldn't get it to work, and even if I could I would ...