Method Community

JamesQ, I am glad to hear that it works now but it should have some sort of Save button. If this issue still persits can you send me some screenshots of the screen. -Michael

Will there be a user conference this year? If so, where will it be and what are the dates? 

This is interesting. It is working fine now.  First, I do not have a save button (standard screen, not custom).  Second, the invoice did not save when I entered the customer, but I re-entered the customer name it saved fine.   Thanks

Hi JamesQ, Is this a custom screen or the standard screen? If its a standard screen there should be a Save button at the bottom but it should save as soon as you pick a customer (There are actions on the customer drop down). If you are creating a custom screen then you will need to use the Save All Sections action to save the the Invoice as a ...

I am creating an invoice.  I try to add a line item.  I get a message:   Please save the screen before adding any line items.   I am lost on this.

Tracy- Method only supports the Enter key. When customizing a screen under the screens Advanced settings there is an option to have Method call a button when Enter is pressed for example Save or Search.  -Michael

Is there a way to add a keyboard shortcut to a Method screen?  I would like "Control+S" to perform a save function.   

Thanks again.... I created another class and it worked...

s.white- That is a good suggestion, I will bring it up in the Weekly Method Team meeting. Thanks! -Michael

When adding an opportunity for an exisiting lead, I find it confusing. If you start from the lead edit screen and click to add an opportunity (or just add a new opportunity from the opportunity list), you get three choices - "Existing Customer", "New Lead", "New Customer".  There is no choice for ...