Method Community

Hi smohyee,  When you create an invoice from either an Estimate or a Sales Order in Method, you need to indicate a quantity amount of at least 1 in order for the invoice to be generated.  As a result, the report won't be generated with just the description of the item without the other invoice information such as the item code, the ...

Hi cpitts, In the new screen for Method CRM Pro for the Invoices screen (QuickBooks_Invoice from TemplateOnlineCRMQBDesktop (#374)), when you click on Edit on the InvoiceList grid, in Step 2 of 9: Grid Columns, when you select the dropdown for the Field selection, you need to choose the SalesRep field which will add the column to the grid. You ...

Okay....I'm seeing some very weird behavior now. I have a custom tab that uses the Show/Hide Tab Link action. As soon as I load that tab, my Customers tab and it's Show/Hide Tab Link actions work just fine. I may be able to get to the bottom of this soon now.

Yup. The problem is back. But I AM using Show/Hide Link....with the Options set to Always Show. That's why it's perplexing. And why would it work as expected with my login, but not with other non-admin logins?

Oftentimes we'll use the "Description" field of the line-item section of Sales Orders or Invoices to write info that is not directly related to a line item. For example, we use a third party software which automatically writes shipping info into the Description field of the last empty row of our Invoice line item ...

This one will drive you crazy.  Because in 2 minutes you'll post back saying "it happened again". Reason: by default the Edit Customer tab link is hidden.  So if you create an action that goes to that tab link, you should use the Show/Hide tab link action to make sure that tab link is visible. Paul

WTF? Don't think I did anything but logout/logout again (I do that a lot while I'm customizing anyway) and the Edit Customer tab seems to be showing with the correctly renamed title now. Next issue.... Thx

When I'm logged in (I'm the account admin), choosing 'Go To...' on the Customer list screen shows and renames the Edit Customer tab just fine. When other non-admin users are logged in, clicking 'Go To...' will load the Edit Customer screen just fine, but the tab link title doesn't get renamed. It's just a blank ...

I guess it's just the nature of data driven applications (from a single source db) with no abstractions in between. It just makes for a very long tail when attempting to customize and change things. thx

Hi Blake C, When you have a dropdown type field in the table, you always have to delete the field if you want break the current link to the current field and relink to a new field within the table.  You should be ok for the Activity, Opportunity, and Case tables, because by default they don't have the SalesRep dropdown unless you want ...