Method Community

I have a suggestion that I hope you implement.  We found that Memo was a column added to the default Recent Transactions Portal Screen.  This is a problem as it is accepted that memos in transactions are meant for internal communication only and are not expected to show on any order confirmations, therefore should also not show through ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customers and Contacts List Improved - relabelled the column “Contact Name / Customer Name / Company Name” to “Contact / Customer / Company”. Leads and Contacts List ...

Fred- Consulting time is $125 and hour charged in half hour blocks, something like this should not take more then an hour and we could make the changes for you and show you how to do it so in future you can make similar changes yourself. . You can email me directly if you want to set something up. -Michael

[quote user="Method_Michael"]If you take a look at the loop action in the Fill with Invoice button and apply the same concept for the date range to customer you should have what you need.[/quote]Thanks - I won't get a chance to check it out until after the holiday. [quote]If you are looking for step by step instructions you would ...

mlepitt - we just did an update.  I know one of the things in there was to provide better error reporting.  I bet before the error was always happening, but just not alerting you, and was non crucial so you didn't notice. So now it's doing a better of helping you detect an issue that was always there. Does it sound like that was ...

It was reported just this afternoon that an error was being received from picking an email template.   Please check the Retrieve Value From Table action and verify all the criteria are set properly.   Additional Information   Action Sequence Order:6   Turns out, on it's own, the text change for picking the template ...

lpierpont- To get this to work you would have to edit the CRM_ActivitiesList Screen and edit the actions found in the Header section edit the actions in the GoToEditActivity-DONOTSHOW button. In the GoToEditActivity-DONOTSHOW, you would need to get the RecurrenceType for the Activity you just selected and if it is an Occurrence, show a ...

I switched them both to labels and added the leading text to what was the in the rich text and also added a label for the checkbox so now it returns true or false.  I first did them all at 90, but it wouldn't adhere to text alignment so I switched to 270 and then it was able to properly apply my text alighments.  I tested it and it ...

mlepitt- For a Check Box you can use a combination of a shape object and a label instead of a Check Box and rotate the label. As for Rich Text field changing the angle is currently not supported in the designer. What kind of content do you have in Rich Text? Can you use a label instead? -Michael

Angle does not appear to be an option for a field that is a check-box type and also rich text, but it does work for standard fields.  Do you have any other suggestions for the ones that don't have angle as an option?