Method Community

Andy, When you create or edit an item it actually brings up a different screen based on the item type you are working with for example if you are editing or creating a service item it brings up the screen ItemService, which means that if you want a new field to show up for all the item types you would need to edit each item types screen. Since ...

 Hi Matt, When an account is created using the Contacts Portal it is stored in the Contacts table. The fields are called PortalUserName and PortalPassword. If you edit the Contacts screen you can add both those fields to the screen. The Contacts screen is the screen that is displayed when you click on Add/Edit All Contacts from the Customer ...

Actually, it might not even matter that we don't have it go back to Quickbooks, since our desktop version is Pro rather than Premier or Enterprise. Can you just walk me through the best way to have the U/M I created for the invoices carry over to the item list, or vice versa? From your earlier reply it looks like we need to edit all ...

Michael, No, unfortunately we created it from scratch and just threw it into the InvoiceLine. Didn't know there was a UnitofMeasureSet table I should've been working off of. Can you go into some more detail on how I should do this? Not sure if I fully understand the concept and how to execute. Thanks, Andy

It appears that when a customer creates a username and password, the inforamtion is stored in method somewhere and allows them to log in and view thier account as normal. However, the data doesn't appear in the "username" or "password" field on the customer tab when an administrator goes to look to see what it is. Do I ...

Hi Laura, I would check steps 6 and 7 of the Web-To-Lead setup and confirm that the information is accurate. It may also be a good idea to check your Default Email Preferences under Customize > My Account and click Save & Send Test Email. -Michael

I have on my website http://www.quick-training.com/contact.html a Method form. The web form properly completes the Method CRM entry but also generates a very, very long email error message. My website designer thinks it is an email script issue. Can anyone solve this thank you! laura@quick-training.com   Normal 0 ...

Hi Matt, Based on what you have mentioned I tried the following. Created a new field called TestField in the Contacts table. Edited the ContactsPortal_EditProfile screen and added a new textbox to the Edit Contact information section. Copied an existing update action and changed it to update TestField and pull the value from the ...

cpitts, If you have any conflicts related to Entity I would address those and check again also is this for a customer or a job of a customer? -Michael

Method team, I have made some changes and added fields to the "Contacts Portal Edit Profile" screen and am now getting an error when clicking the "Save" button. I want the action to update the address, city, state and zip fields as the screen does for the first and last name fields. I copied the update field function for the ...