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  • Re: Web-To-Lead for Applicants

    @mrjonboy - sorry, I didn&#39;t communicate that very well. &nbsp;In the opening screen for the web form wizard, you need to select the &quot;Create Custom Web Form&quot; option. &nbsp;Here you can choose the Employee table. &nbsp;When you go this route, the only option is to the &quot;Advanced&quot; wizard steps. I just created a super basic one ...
    Posted to Method:Classic Web Forms (Forum) by Method_Paul on 03-11-2012
  • Re: Web-To-Lead for Applicants

    Obviously, I am not explaining myself correctly. I understand that I am not to use a Standard WTL form for what I am trying to do. I never thought that I was supposed to. Now that Ronen explained to me that the Contacts table is what it is then that moves me beyond that table. I also understand that the standard WTL form goes to the Customer ...
    Posted to Method:Classic Web Forms (Forum) by mrjonboy on 03-10-2012
  • Re: Changing/Merging Accounts and Job Types

    Hi MikeB, To answer your questions: [quote user=&quot;MikeB&quot;]Can I do it through Method?[/quote] From Customers&gt;Customers and Contacts List, select the customer and under the Additional Info section, you will see a dropdown for the Job of Customer and this is where you can make your changes. In your case in Method, select the ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-09-2012
  • Re: Error message when customer tries to pay via portal

    Aaron -&nbsp; Please go through the steps here again: http://www.methodintegration.com/cs/blogs/methodblog/archive/2011/02/09/intuit-payment-solutions-intuit-merchant-services.aspx Make sure you choose &quot;No&quot; for step 12. We&#39;ve seen this before when someone initially goes through the steps and chooses Yes for step 12. &nbsp;It ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 03-09-2012
  • Error message when customer tries to pay via portal

    A customer receives this error when attempting to pay for an invoice through our portal:&nbsp; &quot;E PAYMENT DID NOT PROCESS ERROR Status code:2020 Severity:ERROR Description of Error:Session Authentication required&nbsp;&quot; Can someone help?&nbsp; Thanks, Aaron Lietz Rock Band School of Music&nbsp;
    Posted to Method:Classic General Q&A (Forum) by rbsom on 03-09-2012
  • Am I able to Edit Grids within Mobile Screens?

    &nbsp;Hi, I&#39;m new to the product and have been trying&nbsp;modify the&nbsp;mobile workorder screen (FieldServiceMOB_WorkOrders) so that I can easily enter fields on the road.&nbsp; I cannot seem to get this to work ... Edit grid doesn&#39;t seem to do anything?&nbsp; When I try this on non Mobile screens it appears to work fine ... is this by ...
    Posted to Method:Classic General Q&A (Forum) by wmousseau on 03-09-2012
  • Re: Google Maps & address fields

    Hi AllFloridaBeeRemoval_Richard,&nbsp; I have an update for the post. Please refer Here for the solution for this issue.&nbsp; Ronen
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-09-2012
  • Re: Google Maps & address fields

    Hi AllFloridaBeeRemoval_Richard, I just wanted to give you an update that I was able to duplicate this issue on my end, and have created an internal ticket for our team to take a look at this. As a temporary solution for your issue until we resolve the issue on our end, please refer Here for the forum post to give you an alternative solution. ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-09-2012
  • Re: Report designer: getting Desc-only line items to show?

    Last update. I&#39;ve inspected the Description only lines of the Invoice, one as added by QB then synch&#39;d, the other added in the Full Blown Method Invoice screen using the table export function.&nbsp; Both look identical in terms of data stored.&nbsp; Neither have an Item, both have a QTY of 1, both print using the default report.
    Posted to Method:Classic General Q&A (Forum) by jnoneiliv1 on 03-09-2012
  • Re: Report designer: getting Desc-only line items to show?

    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&#39;m not sure what&#39;s not working, except that in my customized screen Method won&#39;t allow me to enter a Description only field without an ...
    Posted to Method:Classic General Q&A (Forum) by jnoneiliv1 on 03-09-2012
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