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  • 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
  • Character function problem

    I'm using the  character functions Find Character, Get Right and Get Left (with the January version)  to extract a customer's first and  last names from the field 'Customer Name', which we use in the form   LastName,FirstName. The functions have two problems that I've noticed:   1. When I edit ...
    Posted to Method:Classic General Q&A (Forum) by Rolf on 01-27-2012
  • Re: Intuit Payment gateway issues with estimates and multiple cards

    MisterBill- This involves customizing the Send Email action on the button thats does the emailing to include an attachment. When you generate a report(Invoice/estimate/etc..) you can assign it to an Action Result and that action result and be used in the Send Email action for attachments. I would suggest being careful though you want to make ...
  • Re: Intuit Payment gateway issues with estimates and multiple cards

    Misterbill- [quote user="MisterBill"]but so how do i get it under payment type to show Visa, master, discover, amex currently mine in the drop down just says credit card because i believe it only gives you room to add one set of verbiage when you set it up in the gateway area?[/quote] You would have to add each as a seperate gateway ...
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