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  • Re: Replacing fields

    Actually, it might not even matter that we don&#39;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 ...
    Posted to Method:Classic General Q&A (Forum) by Andy K on 03-20-2011
  • Re: Replacing fields

    Michael, No, unfortunately we created it from scratch and just threw it into the InvoiceLine. Didn&#39;t know there was a UnitofMeasureSet table I should&#39;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
    Posted to Method:Classic General Q&A (Forum) by Andy K on 03-20-2011
  • Contacts Portal Issue

    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&#39;t appear in the &quot;username&quot; or &quot;password&quot; field on the customer tab when an administrator goes to look to see what it is. Do I ...
    Posted to Method:Classic General Q&A (Forum) by matlow99 on 03-20-2011
  • Re: Web-To-Lead script error

    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 &gt; My Account and click Save &amp; Send Test Email. -Michael
  • Web-To-Lead script error

    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 &nbsp; Normal 0 ...
    Posted to Method:Classic General Q&A (Forum) by LauraMadeira on 03-18-2011
  • Re: Problem with "Saving Profile" changes

    Hi Matt, Based on what you have mentioned I tried the following. Created a new field called TestField in the Contacts table. Edited the&nbsp;ContactsPortal_EditProfile screen and added a new textbox to the Edit Contact information section. Copied an existing update action and changed it to&nbsp;update TestField and pull the value from the ...
  • Re: Customer(s) not appearing in Customer:Job field on Invoice screen

    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
  • Problem with "Saving Profile" changes

    Method team, I have made some changes and added fields to the &quot;Contacts Portal Edit Profile&quot; screen and am now getting an error when clicking the &quot;Save&quot; 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 ...
    Posted to Method:Classic General Q&A (Forum) by matlow99 on 03-18-2011
  • Re: Customer(s) not appearing in Customer:Job field on Invoice screen

    Yea, they&#39;re active.&nbsp; They don&#39;t appear in the existing customer screen under the Active Customer filter, but if I go to the customer once I filter All Customers, and click on the&nbsp; customer to put on the customer screen, the Active box is checked under that customer on the second tab. &nbsp; &nbsp;
    Posted to Method:Classic General Q&A (Forum) by cpitts on 03-18-2011
  • Re: Replacing fields

    Andy, When you created the drop down for the U/M in the InvoiceLine table did you create the drop down based on the UnitOfMeasureSet table? Using the UnitOfMeasureSet table will ensure that the U/M types used in InvoiceLine will always match those used in items and if you want to take it a step further you can create some actions on your ...
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