Method Community

Hi Ben, Try regenerating the Entity, Customer, and Opportunity tables. To regenerate a table go to Customize > Tables/Fields > click the name of the appropriate table, i.e. Entity > then click Finished Editing Fields. Before doing this, make sure no one is editing any tables or screens in your account. Another suggestion would be to ...

Hi Matt, Just to ensure I'm understanding you correctly, you have several dropdown lists that are linked to selection lists from the Customer table. However, when you want to add another dropdown field to pull from the same table, the field containing the choices (Step 3 of 3 on the Dropdown Wizard) only holds an empty value to select from. ...

Hey Marcelo, There has been a ticket logged for this exact scenario. What you can do in the meantime is click the Refresh icon on the bottom right hand corner of the grid. I'll update this post once the issue has been addressed. - Ashur

Hi Marcelo, Yes this can be done. Keep in mind that the job name will change for the entire series and all occurrences still connected to the series, so if an occurrence is broken from the series then its job name won't update. - Ashur

Hi MuratLuna, Just to make sure I'm understanding you correctly, you want the ability to have the tags show up as checkboxes in your Contacts grid, correct? If so, this can't be done. The reason being is that the TagsList field stores text values, not checkbox (Yes/No) values. Each column on the grid holds the values of one field from ...

Glad I was able to help! You'll need to edit your screen, probably the Customer screen in this case, then just add a Button object to the screen or edit the first Save button and include the new actions. In order to edit a screen go to the Customize tab > click the Screens tab link > then click on the name of the screen you want ...

You can do this using the Character Function action but you'll need to get creative. There are several ways to do this but the way that I'm doing it may be one of the simpler methods as once you get the first result separated from the original string, you can just copy and paste the same actions and alter them for the second value, then ...

Hi Steven, I created the same actions you have and it works correctly. Message appears when the box is clicked to set the value to True, but not when clicking and setting value to False. Also when the message pops-up, when I select 'Ok' or 'Cancel' the correct values are assigned to the action result, i.e. YES or NO. Can you ...

Hi Mike, I haven't been able to replicate this type of behaviour, I'm able to associate the Jobs to the Parent during the creation process of the Job. Just to clarify, are you trying to create the new customers and then associate it as a Job after it's created, or are you associating it with the Parent customer during the Job's ...

I understand now, thanks for elaborating. To clarify, the Phone and AltPhone fields are stock QuickBooks fields which is why they cannot be deleted. Why don't you just create two custom fields in QuickBooks when editing one of your customer records, name them Phone 2 and Phone 3. Make sure to put a checkmark in the 'Cust' ...