Method Community

Converting an activity to a Time Entry.  When clicking on Activities->Approve and Close button on the Time Tracking screen, I get the message that asks if I want to close the activity, I click Yes, then the following error pops up: The information sent back to the server is in an incorrect format. Please try again. If this ...

Screen: Existing Bugets / Contracts; Refresh button actions: Please consider adding another Retrieve Value from Table for Sales Receipts with another Basic Math line so that Retainer Items in Sales Receipts are addid to the retainer total. This way retainters can also be sold on a Sales Receipts for all users without additional ...

DanSchmidt, You could add a delete button to that screen. I'm not exactly sure what your screen looks like but if you have a grid of CC tranasctions with a select button you have 2 options, add a Delete link straight to the grid (Read This), or add a Delete button(Essentially just one action Delete record from table and you can use ...

Hi Mary, That is strange, I'm going to have to look into why that happens and get back to you. Thanks for participating in the webinar Q & A and for the comments.

James, Have you taken a look at our webinars on Method Report Designer?  The key thing to remeber when using 'sub' tables is to make sure you drag the fields into the detail band and that the detail band is bound to the correct table. Also when dragging a field from a detail table make sure you are selecting it from within the main ...

I created a screen for credit card transactions based on instructions I found on the forum.  I've tested it and it's all working fine.  The issue is that now I have 5 unposted test transactions, and I can't figure out where to go to delete them.  They are all waiting on Sync Approval.  I was able to delete the ...

I have a grid on my screen which allows me to enter multiple lines of data for a particular record.  However, when I display that "field" in the Report Designer I only see the first record of the grid.  I designated the "sub" grids as detail tables when creating the report.  The field that I am having a problem ...

 Great.  I just got the REport Designer installed and it is going to work for me.

I just added the Professional Services app to my account. When I click on the Budgets/Contracts screen, then click on the Time Tracking tab, I get an error message "Invalid column name 'Item' Invalid column name 'Item_RecordID' "   What to do??  

 Thank you Can you please explain the process, step by step, as it is not clear to me how to edit those choices when visiting the edit screen of a drop down I created.  I can't even seem to find where to view what the current choices are.