Method Community

Great! I'm glad to help.  Jason

Hi David,  I see what you mean. I will try and replicate this behaviour and find a solution for you. If I have an update, I will post it here. Talk soon! Jason

Hi Jake,  The reason the LineOrder number reverts back is because Quickbooks will not allow you to rearrange items that are already on the estimate. You can only set the LineOrder on a brand new item. The only work around for changing the LineOrder of existing items it to recreate the item, set the LineOrder column to the correct ...

Hi Chris,  I tested the checkbox default value on a mobile screen and it seems to be working fine. Is it possible you have an action in the OnScreenLoad action set that is triggering this? To get to this action set hit the Advanced button in the top left corner of the screen designer and skip to step 2. Also, you can try the ...

jashley,  One way you can prevent users from editing is to hide the Save buttons. You can place the action Show/Hide Field/Object within a conditional statement to allow the logged in user to only see the Save button if the record is assigned properly. This might be a large project as there are many screens you might need ...

Hi Shane,  By default, Method for QBO doesn't have a Sales Order screen. It would be possible however to create a screen from scratch that worked the same way. You may have to work with our consultants to complete a project of that scope though. Let me know if you would like to go this route and I can put you in touch.  Jason

Thanks Matt!  This issue was in fact reported. When I have an update I'll post it here. Jason

Hi Ben, Yes, you can hide and show tab links in a portal with actions. One way to do it is in the OnScreenLoad action set. On the screen designer, click the Advanced... button in the top left corner and skip to Step 2 of 5: Actions. From here you can choose the OnScreenLoad event. The action you want to use is called Show/Hide Tab ...

taffer10, Mark is absolutely right. If you're interested in trying to perform this customization yourself, I recently wrote a blog post that explains one way you can add price levels to an invoice screen. You can find it here. Hope it helps!  Jason

Hi Ben,  Thanks for the update. I'm going to take this conversation off the forums for now and reach out to you directly. Talk to you soon.  Jason