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  • Re: Error Log

    Thanks. So I was able to get my invoice and sales order tab to the default online templates, but the issue is still there now.&nbsp; Going to the (online template version-) Sales Order screen, selecting one of our SO&#39;s, and clicking on Create Invoice. Once to the next window, I selected all my items and clicked Next.&nbsp; And then this same ...
    Posted to Method:Classic General Q&A (Forum) by cpitts on 02-07-2012
  • Re: Error Log

    Hi cpitts, In order to direct the Invoices tab link to the original invoice screen you need to do the following: Go to Customize &gt; Tabs For the Customers tab, click on Edit Tab Links... For the Invoices tab link name, make sure that the dropdown selection under the Opens Screen is &quot;QuickBooks_Invoice&quot; I hope that ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-07-2012
  • Re: Question about dropdown choice.

    Hi viret56,&nbsp; These are the steps that I recommend that you take to add the dropdown field successfully to the Estimate screen: Go to&nbsp;Customise &gt; Screens. Select the&nbsp;copy of the estimate screen. In the designer, click on Add Objects tab. Select the object Dropdown1 and drag that into the designer screen. Click on ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-07-2012
  • Re: Customer-Name field in web to lead forms

    i assume 2_Firstname is the same as FirstName_Step2 then &nbsp; how come the wizard creates it that way - can the wizard create the space between the names or I just have to know the code? &nbsp; in the sample of what your customers will see when they use your form the information is one column - ...
    Posted to Method:Classic Web Forms (Forum) by Sunny on 02-07-2012
  • Re: Error Log

    Ok.&nbsp; I checked into that, but the Create Invoice screen didn&#39;t have a start loop through grid action in it...and I&#39;m not knowledgeable about that back end. Can you refresh me on how to make a Method default screen publish over the customized one currently live?
    Posted to Method:Classic General Q&A (Forum) by cpitts on 02-07-2012
  • Re: Question about dropdown choice.

    &nbsp;So the &#39;Dropdown&#39; I am looking at is a field rather than an object.&nbsp; The table it is linked to is &#39;Customer&#39;.&nbsp; The first column&nbsp;field&nbsp;was orginally blank, but after editing the dropdown I noticed it&nbsp;is now&nbsp;&#39;ParentFullName via Customer&#39;, which produces all blank entries in the first column ...
    Posted to Method:Classic General Q&A (Forum) by viret56 on 02-07-2012
  • Re: Customer-Name field in web to lead forms

    Hi Sunny- [quote user=&quot;Sunny&quot;] 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: &#39;2_FirstName&#39;+&#39; &#39;+&#39;2_LastName&#39; is an example of valid formula ...
    Posted to Method:Classic Web Forms (Forum) by Method_Michael on 02-07-2012
  • Re: Date problem when submitting

    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
    Posted to Method:Classic Web Forms (Forum) by Method_Michael on 02-07-2012
  • Customer-Name field in web to lead forms

    &nbsp; &nbsp; 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? &nbsp; Also the docs say to use : Example: &#39;2_FirstName&#39;+&#39; &#39;+&#39;2_LastName&#39; is an example of valid formula for ...
    Posted to Method:Classic Web Forms (Forum) by Sunny on 02-07-2012
  • Re: Error Log

    Hi cpitts,&nbsp; 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 &quot;End Loop Through Grid&quot; action. The reason you are getting this error message right now is because the latest version of Method verifies that actions are setup correctly ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-07-2012
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