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  • Portal Payment - Sequence Error 28

    Hello, Customer is trying to make a payment via credit card (PayPal) and is receiving action sequence error 28. Customer message: &quot;While making the payment online for pending invoice, we get the following error -- Action Sequence: 28. There has been an error during action process. Kindly resolve the issue as we are unable to make the ...
    Posted to Method:Classic General Q&A (Forum) by pdx971 on 06-22-2015
  • Re: Creating New Activity Causes Email Template to be Mailed

    Hello, I rebuilt the template and deleted the original. That seemed to do the trick. There was clearly some type of link&nbsp; associated with it, but not sure where or why. Seems to be working correctly now. Thanks.
    Posted to Method:Classic General Q&A (Forum) by pdx971 on 06-02-2015
  • Re: Creating New Activity Causes Email Template to be Mailed

    Hi Audisho, This error happens using either the custom of the stock New Activity screen. It also happens regardless of the &quot;Send an Email&quot; checkbox state. Template name is &quot;Order - Draft Documents&quot; Subject is &quot;Please Review and Approve Your _______ Draft Documents&quot; I would rather not include the body. I ...
    Posted to Method:Classic General Q&A (Forum) by pdx971 on 06-02-2015
  • Web to Lead Form Inserting as Customers

    Hello, We are trying to implement a Web to Lead form, but when we do our testing, the Lead is being inserted as a Customer, which is not what we want. How do we get the Lead inserted only as a Lead so they do not get put into QBO until we actually assign them as a customer? Thanks, Chris
    Posted to Method:Classic General Q&A (Forum) by pdx971 on 06-02-2015
  • Creating New Activity Causes Email Template to be Mailed

    When anyone creates a new activity for one of my staff members, it also sends an unrelated email from one of our email templates. I can&#39;t figure out where or why this is happening. We are not trying to send an email and certainly have not selected the template. How do we fix/stop this unwanted action? Thanks, Chris.
    Posted to Method:Classic General Q&A (Forum) by pdx971 on 06-02-2015
  • Re: Action Sequence 26 Error

    Hi Justin, I appreciate the help, but it seems that something significant happened since the new login change occurred. Not sure if it is related, but I had tested these screens and they were working before the change, now they aren&#39;t. Did your staff make a change that would have impacted my custom screens? I switched it back to the ...
    Posted to Method:Classic General Q&A (Forum) by pdx971 on 03-13-2015
  • Re: Action Sequence 26 Error

    Hello, Here is the main error message: &quot;Insert Records Into Table Failed. A Text field from the screen was not found. Please edit your actions to ensure the field exists. If you continue to experience issues please regenerate the screen.&quot; I was clicking on the Save and Close button. There is NO action sequence 26 for this button. The ...
    Posted to Method:Classic General Q&A (Forum) by pdx971 on 03-11-2015
  • Action Sequence 26 Error

    Hello, I have made modifications to our New Case form. I thought it was working fine, but when we go to add a new lead as part of the new case, we receive an Action Sequence 26 error, saying a text box is missing from the screen. I did remove the M.I. text box, and perhaps the Pager box. Are these required for the screen to work? If so, that ...
    Posted to Method:Classic General Q&A (Forum) by pdx971 on 03-10-2015
  • Re: Customized Portal Screens Won't Update

    When a someone logs into the Contacts Portal, the screens are not updated live, rather it appears they are updated using some type of cron process every 5 to 10 miunutes. This certainly makes it hard to develop, as you don&#39;t see the changes you made right away. I though things weren&#39;t working initially because of the delay. Right ...
    Posted to Method:Classic General Q&A (Forum) by pdx971 on 02-28-2015
  • Re: Upload Document Limits

    I can appreciate that 10 years ago this might have been a reasonable solution, but today, requiring people to store files on a different server, find the direct URL, go back into Method and create a separate link to the file is rather archaic. It adds extra steps and unnecessary overhead. Why is Method setting these limits on itself and its ...
    Posted to Method:Classic General Q&A (Forum) by pdx971 on 02-27-2015
Page 2 of 4 (36 items) < Previous 1 2 3 4 Next >