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It's a customized search screen . . . but the only thing customized is the addition of the Customer Type field and it's been working fine for a few weeks and then just stopped working yesterday for no reason as we made no changes to Method.
It's frustrating to take time to customize something only to have it easily break with ...
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I created invoice number 62966 in Method with a Third Party BillTo name and address different than the customer associated with ShipTo Information. When it synched to QBO, it changed the BillTo info in QBO to the customerinformation. I'm not sure if QBO then kicked back to Method with the customer billto info or not, but not they ...
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mlepitt-
I can add a suggestion to have Phone Number added to the Credit Card Processing Action, but I won't be able to give you an ETA of if or when it will be added.
-Michael
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cpitts-
Can you email me the names of the customers or items you are trying to add and enable MethodSupport on your account so I can take a look?
-Michael
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Mark-
Read Only fields should render the HTML. There may be some tags that aren't white listed and that could be the reason they aren't being rendered. We currently have an active ticket for this.
-Michael
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pdirect-
What screen is this happening on? If its a customized screen on the non-customized version of the screen does the same thing happen?
-Michael
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mlepitt-
I added the BuildAssemblyLineItem as an attached grid to the screen and after saving my Build Assembly and reselecting the Assembly it populates the grid. One thing that I would would suggest is changing the Save All Sections to a Save Section and save the Add/Edit Build Assembly section in the Save button as well as add a refresh ...
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Ok, I have done that and also needed to add Billing State. So now I get a message the the phone is required, yet in the CC processing action, there is no call for the Phone number.
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mwishon-
If you upload the image into a File Attachment field in the table it will show up in the grid as an image(Or PDF/Word/Excel icon). Take a look at the Documents section when editing an Opportunity. I tested putting HTML image tags into the grid to show an external image but currently its not supported but I can create a suggestion ticket ...
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Hi John-
I was able to duplicate this issue and created a ticket for it. I will update this post once it is resolved, or if I have any updated info.
-Michael