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  • Re: customizing the customer/lead screen

    Hi CatWineUSA, I have some additional information to add to my response. For 2, make sure that you also increase the "Size" for the Test type field to accomdate the information when adding the field to the table, that you click on Edit on the field within the screen designer, and that you add that information to the ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-30-2012
  • Re: customizing the customer/lead screen

    Hi CatWineUSA,  The first thing that I would recommend for you to do is to review the webinars that can teach you how to customize Method under the heading of Customization here.  Here is my recommendation for the following requirements: 1. "Best Selling" "Pour Wines" and "Other Wines" (dropdown) To ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-30-2012
  • Re: Character function problem

    Hi Rolf,  For 2, can you please give me some examples of the results that you are getting that are incorrect? Ronen
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-30-2012
  • customizing the customer/lead screen

    Forgive me, but I'm doing this for the first time.  I want to make some changes to the customer (and lead) screen and mobile customer screen.  Specifically, I want to add the following fields:  Best Selling or Pour Wines (drop down) Other Wines (drop down) Store Hours Primary Contact Hours Key Staff Names I'd also like ...
    Posted to Method:Classic General Q&A (Forum) by CatWineUSA on 01-28-2012
  • Re: Section Display Issue

    Ronen, I just had the same thing happen on a different section.  It appears that if you add blank rows to the end of the screen, and then delete some, the 'deleted' ones move to this new extra screen area, and can't be removed. Rolf    
    Posted to Method:Classic General Q&A (Forum) by Rolf on 01-27-2012
  • Re: Section Display Issue

      Hi Ronen, This has only happened in the first section. The number of rows varies, but never exceeds 15, which unfortunately, is the maximum allowed.  However, in testing it a bit more, I've found that if I add rows to the real section (only possible with the section on ;'show', as indicated previously) a few rows were ...
    Posted to Method:Classic General Q&A (Forum) by Rolf on 01-27-2012
  • Re: Section Display Issue

    Hi Rolf, I have some questions: 1. How many rows are you adding to the first section? 2. Does this happen only to the first section or to the other 9 sections? Ronen
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-27-2012
  • Re: Customer Payment Portal

    Aaron Is your merchant account setup to receive AmEx?  You'll need to check with intuit merchant services.
    Posted to Method:Classic General Q&A (Forum) by LaCrews on 01-27-2012
  • Section Display Issue

    I've just come across a problem, which upon further checking, occurs in both the January and December versions. I have a customized screen with 10 sections.  In the customizing editor, when the first sections is set to "show", some rows at the bottom of the section do not display on the screen, and this occurs whether or not ...
    Posted to Method:Classic General Q&A (Forum) by Rolf on 01-27-2012
  • Re: Customer Payment Portal

    I am not quite sure about the error message but I know that it wouldn't allow certain customers to pay. One customer was using AMEX and it said it couldn't processes their card. As I logged in to check it I noticed that the the drop down to select a card type just says "credit card" it doesn't have any other selections ...
    Posted to Method:Classic General Q&A (Forum) by rbsom on 01-27-2012
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