Method Community

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 ...

Yea, they're active.  They don'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  customer to put on the customer screen, the Active box is checked under that customer on the second tab.    

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 ...

Cpitts, The drop down list for customers on the standard invoice screen is filtered to only show active customers. If this customer you are trying to create an invoice for is set to inactive then they will not be displayed. Does this cusomer appear in the existing customer list when the filter by view is set to All Active ...

Hi Michael, We wanted the U/M to be a dropdown. I'm not sure, but I think the default U/M is a text field. Might need to evaluate what the tradeoff is and if it's easier to stick with the default. Thanks, Andy

 Hi Andy, You would have to edit all the screens that the Go To button takes you to individually. This new field you created will not be linked back to QuickBooks. Why are you not using the default U/M field? What exactly are you trying to achieve?   -Michael    

I have customers that are active both in QB and Method.  Customers that appear in the existing customer list (under ALL CUSTOMERS), yet when I try to make an invoice for them, they dont drop down in the list. What might cause this? I found a way to populate the invoice screen with these customers' information via the "..." ...

We created our own field for U/M as a dropdown column in InvoiceLine. How do we replace the Unit of Measure dropdown that's the default in the "Item" screen (after hitting "Go to" on any item) with what we created for InvoiceLine so that our options match up? Thanks, Andy