Method Community

Angelo, The only other option is to create a Method Report. If you look at our webinar section, we have videos on how to create reports. -Michael

Andy, Currently it is not possible to insert rows in the middle of a section, you have to insert rows at the bottom and move everything down. I will bring this up as a suggestion to the team, if it does get added it will probably not be in the near future. Regards, Michael

  Thank you for your response.  Your suggestion works for creating a list as you suggested, but does not create the information Sales team needs to go with them on a sales call (lead sheet).  Any other ideas?   Thank you,   Angelo  

Hi Matt, There are three possible reasons why you are receiving this message: 1. In "Step 1 of 9" of the wizard, you didn't include the correct URL of your website. If you are submitting the page from anywhere else, other than the URL you've specified, you will get this message. For example if you entered ...

In the invoice screen, I'd like to add a new row in the middle of a section so that I can add more labels and corresponding text boxes/drop down windows. I watched the Introduction to the Customization Screen webinar, but didn't catch any parts that covered this. Thanks, Andy  

You guys are great thank you.

I am experienceing an error when submitting a web form. The error is: We couldn't authenticate web form provider. Please contact web form provider for any additional information. What is the fix for this?   Thanks, Matt

Matt - I don't want to spoil you.....but ask and you shall receive. :) The Contacts_Portal now has the Due Date on the Home and Recent Transactions screen.  We were doing an update anyway, so it just included. Paul 

 Hi Beth, ...digging this up in case you haven't already figured it out :) I think this will answer your question: http://www.methodintegration.com/cs/forums/t/1466.aspx Cheers!

Hi all! I had a client call in to ask why the CustomerType drop down (in the CustomerList->Additional Info tab) included items that were inactive in Quickbooks.  She also mentioned that she couldn't find an answer on our forums - so here I am :) This can also apply to dropdowns on other Method screens.  What you need to do ...