Method Community

Hi Sunny- [quote user="Sunny"] The Customer-Name field in web to lead forms I assume is mandatory because of the way QBOE is set up - I suppose it can be hidden and not relevant to the customer - is this correct? Also the docs say to use : Example: '2_FirstName'+' '+'2_LastName' is an example of valid formula ...

Peet- I am going to look into this further and get back to you. One temporary fix is to create a temporary field for the date as a text field to just store a date as a text and once the lead is created update it manually. -Michael

    The Customer-Name field in web to lead forms I assume is mandatory because of the way QBOE is set up - I suppose it can be hidden and not relevant to the customer - is this correct?   Also the docs say to use : Example: '2_FirstName'+' '+'2_LastName' is an example of valid formula for ...

Hi cpitts,  The reason that you are getting this error message is because in the screen that gave you that error message, some of your actions may be missing the "End Loop Through Grid" action. The reason you are getting this error message right now is because the latest version of Method verifies that actions are setup correctly ...

Hi Peet, I need to first find out if this is an original screen or a customized screen. The best way to find this information is by hovering your mouse pointer over the tab link for the screen. The name will appear in a white rectangle box on the right hand side of the tab link. I also wanted to make sure that the Method Integration engine is ...

Hi viret56,  I just wanted to explain to you the difference between the dropdown fields and the dropdown objects that you have the option of placing within your screen.  When you select the “Dropdown” object in the designer, when you go to “Step 4 of 6”, you have the option of selecting a table and a specific ...

Thanks Ronen. Yes it is off a customized page, however, there has been no development on any of our pages in 8 months, and this error has become recent (about since the new design of Method's front end actually)...   Is there any suggestions/thought on the isssue based on the above?

Hi There! I am trying to preview a estimate in method I created in quickbooks desktop, but it keeps on giving me this error : This record could not be saved. The version of your accounting software does not support edits on this list or transaction from 3rd party software. Try editing the record directly in your accounting ...

Hi John M,  Just wanted to give you additional information regarding the update to this issue. Please refer to the following link for additional information on this: http://www.methodintegration.com/cs/blogs/releasenotes/archive/2012/02/07/method-crm-updates-february-7-2012.aspx Ronen  

Hi John M,  I just wanted to give you the good news that the error message had been resolved and that you can now process those bill payments without any issues.  Ronen