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Would be able to let me know which fields you were referring to? Also, Which account are we speaking about here, I might have to jump in and take a peek. -Ben

Hi There, Happy to help out! Which fields specifically were you referring to? Were these custom fields you have added to your screen? I just tried making some test campaigns in my own account and everything appeared to be working as intended for me. -Ben

Hi Jack, You'll need to change the 'Quotes field' Dropdown from CustomerID_RecordID to just CustomerID. Other than that, everything looks good :) Thanks Jack. -Ben

Hi Jack, Have you Set up the Record Summary in the Quotes App? The Record Summary shows How the individual 'Quote' Records will be displayed on App Ribbons, and not setting this up will cause a Parsing error to occur when clicking the app ribbon itself. For example, I have a Cars App ...

Hi Jack, Sorry to hear you are having further issues with the platform. Thanks for bringing this up with us! I took a look at the Actions on the QLI Hidden Updates Button as you mentioned, and can certainly see the issues you are describing. Are you noticing other issues on this screen at all? I took a look over a few of the other ...

Hi there Adedeji, Welcome to the Method:CRM forums! From the looks of your post, I believe you are looking for support with QuickBooks Online here, rather than with our service. You can find Intuits QuickBooks Online support over at https://community.intuit.com/quickbooks-online If you would like any further assistance with ...

Hi Jack, I just took a look into the "Employee Details OLD" Screen and was able to remove the Conditional Statement and Add a new one successfully. Are you still able to replicate the issue on your side? Or are you seeing it on any other screens I could see? The timing of our newest code push, and you reporting the new ...

Hi Gspeak, This is actually a bug on our end at the moment we are working to fix, and may take a little explanation here. Basically what is happening, is that when you set up a Customer as a 'Guest', they are prompted to set up a Method ID (the same type of ID you yourself would use to log into your account) What ...

Hi TurboTim, Thanks for posting to the Forums! Typically with your Custom report, you will be calling it from a custom Screen you've created using a "Generate Report" Action. But there are other ways in which you can call a custom report, depending on what its purpose is. Did you design it to replace something we have built ...

Hi Jack, Would you be able to send me the name of the newly bugged screen? We are very close to a resolution here. We believe we have fixed the issue from happening in future, but this new screen may have fallen into a fringe case we havent tested for. Looking forward to getting this one resolved together! -Ben