Method Community

Hi LaCrews, I was able to duplicate the issue on my end and will create an internal ticket. Once I have more information regarding this issue, I will update the forum post.  Ronen

HI Navitha, Can you please tell me if the screen you are working with contains tab sections? We are currently experiencing an issue where the Refresh Grid/Clear Screen for new entry actions are not refreshing grids when tab sections exist on screen. In the meantime, each grid should have an icon to manually refresh near the bottom right corner ...

Hi Navitha, Thank you for enabling MethodSupport. I was able to log into the account and export the grid to an Excel. I noticed there are hundreds of records being exported and quickly skimmed through the column you specified. The dates seem ok from my end but keep in mind I did a very quick skim as I am not prepared to review the lists record by ...

On the Invoice screen in both desktop and online I am receiving an action error when selecting customize template from the print button under the existing invoices grid.

Hi, I am trying to refresh the Grid after deleting a row from the Table but the grid is not getting refreshed. Is there any problem in refreshing the grid.   The actions i am using is 1. Loop Through the Grid 2. Delete the row from the Table 3. End Loop 4. Refresh Grid   Thanks Navitha.  

Hi Valbon,  I have given the permission to the MethodSupport user.  Thanks Navitha.

I was referring to customizing the screen.  I like that better than using Search.  Which screen(s) exactly are the ones that I would need to customize? Is is CustomerList, LeadList, and OpportunityList?  I've tried editing those screen and I'm not seeing how to add a new column (or remove exiting columns for that matter).

Hi ALLFloridaBeeRemoval_Richard,   I tested this on my end, and received these errors in IE, Chrome, and FireFox when I have a customer without an address. I have a few questions: 1.       Do your customers have valid addresses? 2.       Do these error messages only happen for certain addresses or all ...

 Could not add/edit the ReceivePayment '3675'. The response from QuickBooks Online was: RECEIVE_PAYMENT_INVALID_INVOICE - Error validating Invoice Id:One or more Invoices is not associated with the customer for whom you are submitting this transaction     I keep on getting this error, how do I fix it?    

Hi Method, Right now, one of the options provided by the plug-in allows me to add an email to an existing case #, or to a new case. If the email has a file attachment, it is currently ignored by Method - if I want to upload the attachment, I'll have to do it separately via Method in my web browser. It would be nice to have a feature in the ...