Method Community

Hi Rolf, I am going to have to test this further. I am getting simlair results to you. -Michael

I am getting an error when adding a new document, I fill in the name, assigned to, and folder.  I then select the item from my computer and upload. When I select Save & Close I am getting an error that the "Name" I filled in is pointing to "DocumentRef" which is not a valid dropdown list value?   How do I ...

We have a number of jobs/projects with the same company and most times the contacts are the same.  Throughout the CRM there are dropdowns to select a contact.   These dropdowns appear to have the columns "Contact" "CompanyName" "EntityType" If the contact is associated with both the parent and a job, the ...

Michael -   I am having a similar issue, which is why I was hoping to impose a required field so it wouldn't partially save the record.  What is happening is that I have a default value for vendor filled in (vendor "RMA") and as a result, it appears to partially save the record which I don't want to happen.  I ...

Hi Tricia, Can you double-check that you are referencing the actual field and not some other caption or label on the screen? In the screen design, edit the field to determine the caption or label there. You will want to use that name.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Status (QBD & QBO) New - Activity Status Type field providing 3 options including pending, completed or cancelled.  Any new records will be defaulted to ...

Hi Tricia, When you intially select a customer for an invoice the invoice saves at that point, so that could be why it is paritially saved(Check the actions on the customer drop down). Also make sure you are checking the right field, in some cases the object you are checking is just a label and not an actual field, in this case Class could just ...

Hi debwiddi, You can customize it yourself or you can get us to customize something like this for you for a fee. If you haven't already done so watch the webinars found HERE, and they are good starting point to learn how to customize Method. Something like this is really hard to answer on the forums because it involves a lot of variables ...

One of the main reasons a business chooses to use a CRM product is because they want to make sure they don’t lose touch with any of their leads or customers.   After all, customers are the lifeblood of any company.  If you find yourself still putting reminders in Outlook or using sticky notes, alarm bells should be going ...

Hi Val, When I add a conditional warning to an invoice, to make sure a class is entered, the message does not appear and the invoice still partially saves without completing other actions in the action list.  This is what I have set-up for the conditional warning: Value From Screen - Class Equal to Type In - <field left ...