Method Community

Hi cpitts, We have seen simliar issues before and it seems to be related to the browser/pdf viewer and not to Method. You can try these steps here, they may help. -Michael  

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's a subsection of data, so the FullName must be unique when compared to the ...

Hi,  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  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 ...

I'm hoping someone can help me troubleshoot this issue, or wants some customization work, since I'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.  It seems like using the Web Service Call action would be just the ticket for doing this ...

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.  It'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?  

Hi, I made an export of an ItemInventory table (including RecordID, AssetAccount, IncomeAccount, SalesAccount), made some changes to items (didn't create any new items), and tried importing after having saved. I selected "Update existing records by matching key fields" and chose RecordID. (all the fields matched what was in ...

Hi Bill, Can you post a screenshot or email me a screenshot of what the screen looks like now? -Michael

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 ...

 We modified an Opportunity Screen and had it working fine.  In its original format there is an Existing Opportunities grid on top and and an Add/Edit table (screen, grid?) below.  Ours has somehow morphed into showing only the Existing Opps grid with tabs accross the top, Add/Edit being one of the tabs along ...

Is there anyway short of deleting each contact individually to delete a group of contacts?  We imported a tremendous number of records from our previous CRM and would love to now make them "disappear" and replace them with better information.  If not, is it possible to "wipe" the entire contact table and start over?