Method Community

Michael This was on a new custom screen.  I don't know what went wrong but I was able to solve the problem by deleting the screen and table then starting over.

I just added a "Website Address" field to the New Lead screen.  It's located right under the existing "Email" field. I also added a Picture object in front of it that takes the user to the website address. The problem is that after entering a name in the "Lead Name" field, tab takes the user directly to ...

I want to add to the action that fires when an Item (most of my items come from ItemInventory) is selected for an Estimate/SalesOrder/Invoice line item. What I want to do is have a particular item's Unit of Measure inserted on the line item. It seems I need to do a lookup but I'm just not sure exactly what values I need and where they ...

The account name is autoautowash.

When I check the box for reminders as shown in the webinar I get the previous error messege.  The box dose not expand as shown in the webinar.  I have enabled Method Support I would appreciate any help you can provide me.

Hi there, One of the next areas we’ll be phasing into the enhanced CRM is more reports. There are some reports there (i.e. under Leads>>>Lead Reports) and there are more being planned in different areas. You'll need to customize to get the solution you're asking for but I would suggest using the SalesRep field rather ...

DBrunette- Watch the following webinar found HERE it goes over how reminders work in Method. You can send email text messages to their phones for work orders through customization maybe adding a Send Email button to work orders? In regards to the error you are getting can you enable MethodSupport on your account ( Customize > Users ...

Actually it seems to have worked despite the error message - does anyone know where the message comes from?

Hi, I added a Sales Receipt as a test record and now I wish to delete it? When I try through the API I cannot do this - instead there is an error message "This table does not support delete" - is there a way to work around this?  

Ok, I went to the tabs screen to check the reminder box, but I get the following error messege:  We were unable to resolve your request. Either the screen you are trying to access does not exist, or there was a problem with your request. Do the techs have to log into a mobile website?  The messege can't be ...