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  • Re: Client Portal Screen isn't saving entries into grid

    I will put together a detailed description of what I did and have it ready for you tomorrow...
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 06-10-2013
  • Client Portal Screen isn't saving entries into grid

    Helllo, I created a new screen in which clients will enter personal information about themselves. &nbsp;I created a link within the client portal to direct them to this screen. &nbsp;Everything seems to be working fine accept that when they complete filling out the screen, it appears that nothing is saved in the grid. &nbsp;It was working fine ...
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 06-10-2013
  • Portal Time Sheet Entry Grid

    Hello, I set up a seperate portal for my employees to enter time sheet entries, so I have it tied to the time sheet entry screen. &nbsp; I would like them to only have the ability to edit their own time sheet entries, but I can&#39;t figure out how to adjust the setting on the grid so that they can only see their own entries. &nbsp;Can someone ...
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 06-03-2013
  • Drop down Menus

    Hello, I created a dropdown menu to allow the selection of an employee that will be associated with the client&#39;s account. &nbsp;This dropdown has &nbsp;it&#39;s own table and is referenced in multiple screens (i.e. new opportunity and customer screens), including&nbsp;a web form that is available for clients to make online requests through ...
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 05-13-2013
  • Action Sequence Order:140

    I customized the &quot;new opportunity&quot; screen and everything appears to be working fine. &nbsp;However, I keep getting this message when I save all the information: The Customer Name DropDown containing , is not a selectable value. &nbsp; Additional Information Action Sequence Order:140 When I enter a new opportunity, everything seems to ...
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 04-01-2013
  • Duplicating Calendar Settings

    I&#39;m trying to duplicate a calendar within the &#39;My Calendar&#39; screen to show seperate calendars in order to reflect the availability of multiple conference rooms. &nbsp;I would also like the calendar to have the same functions as the current calendar that is already in the screen. &nbsp;Is there a way I can duplicate the calendar or do I ...
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 03-20-2013
  • Syncing with Quickbooks Online

    I am working on the time sheet entry screen, and I added a drop-down field for &quot;Location,&quot; as it is reflected as an option to add which location a service is provided in. &nbsp;However, I am having a tough time getting Method to sync with QB Online to reflect which location a service has been provided in. &nbsp;This field should already ...
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 03-19-2013
  • Re: Age Field

    Nevermind, I finally got it...thanks!
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 02-15-2013
  • Re: Age Field

    I have everything set up this way, and it only sends the date entered into the DOB field to the Age field. &nbsp;It appears that there isn&#39;t a calculation made, but I&#39;m pretty sure it&#39;s entered correctly. &nbsp;Does the field that it&#39;s send to need to be an integer field instead of text?
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 02-15-2013
  • Re: Age Field

    No matter what I try, nothing happens. &nbsp;
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 02-14-2013
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