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  • Re: Importing Errors

    cpitts, The FullName field has to be unique among all the rows, which may be the cause of this issue. Also you may want to export the item table and make the changes there, ItemInventory is essentially a view of the Item table it&#39;s a subsection of data, so the FullName must be unique when compared to the ...
  • Re: QuickBooks credit card processing functionality

    Hi,&nbsp; I want to validate the Credit Card Number given by the user is valid or invalid. I have tried to use the action Credit Card Processing but &nbsp;this is taking doing the transaction in the customer account. Can you please let me know is there any way so that i can validate the credit card rataher than charging the Credit ...
    Posted to Method:Classic General Q&A (Forum) by Rajni Kumar on 08-02-2011
  • Using Web Service calls

    I&#39;m hoping someone can help me troubleshoot this issue, or wants some customization work, since I&#39;ve hit a wall with my programming resources. I am trying to access a payment provider (other than the Method list) by using their Web service API. &nbsp;It seems like using the Web Service Call action would be just the ticket for doing this ...
    Posted to Method:API Q&A (Forum) by v.cameron on 08-01-2011
  • Black Screen

    Hi, I use Firefox for a browser when using Method, and on occasion, when I go to print an invoice, I get a black screen instead of the PDF printable.&nbsp; It&#39;s not a pop-up blocker because it works sometimes. Ever heard of this? Any ideas as to why its happening/solutions to fixing it? &nbsp;
    Posted to Method:Classic General Q&A (Forum) by cpitts on 08-01-2011
  • Importing Errors

    Hi, I made an export of an ItemInventory table (including RecordID, AssetAccount, IncomeAccount, SalesAccount), made some changes to items (didn&#39;t create any new items), and tried importing after having saved. I selected &quot;Update existing records by matching key fields&quot; and chose RecordID. (all the fields matched what was in ...
    Posted to Method:Classic General Q&A (Forum) by cpitts on 08-01-2011
  • Re: Restore Opportunity Screen

    Hi Bill, Can you post a screenshot or email me a screenshot of what the screen looks like now? -Michael
  • Re: Remove multiple customer/contact records

    Hi Roger, Are you trying to delete contacts themselves or customers? When you imported which table did you import into? There is no quick and easy way to clear them short of deleting the ones you want to get rid of manually, you could create some actions that will loop through and delete contacts but I advise against it because if not setup ...
  • Restore Opportunity Screen

    &nbsp;We modified an Opportunity Screen and had it working fine.&nbsp; In its original format there is an&nbsp;Existing Opportunities&nbsp;grid on top and and an Add/Edit&nbsp;table (screen, grid?) below.&nbsp; Ours has somehow morphed into showing only the Existing Opps grid&nbsp;with tabs accross the top, Add/Edit being one of the tabs along ...
    Posted to Method:Classic General Q&A (Forum) by bill bemus on 08-01-2011
  • Remove multiple customer/contact records

    Is there anyway short of deleting each contact individually to delete a group of contacts? &nbsp;We imported a tremendous number of records from our previous CRM and would love to now make them &quot;disappear&quot; and replace them with better information. &nbsp;If not, is it possible to &quot;wipe&quot; the entire contact table and start over?
    Posted to Method:Classic General Q&A (Forum) by roger on 08-01-2011
  • Re: Customer portal and responding to cases

    FYI on a few things i just found out. I did create a customized screen for Contactsportal_trasactions about 7 months ago.&nbsp; I see its gone,not sure if the update had anything&nbsp; to do with it.&nbsp; When i copied the screen it created Contactsportal_transactions(3).&nbsp; Not shure where the (3) came from. I did have (2) before the ...
    Posted to Method:Classic General Q&A (Forum) by John M on 08-01-2011
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