Method Community

You are correct. It worked on the item with the # character in it too. So, what would be causing this? Am I doing something to cause this issue? Thanks for the quick help! Bryan

Hi Michael, Looks like I found more. These two items have the # sign in the description, so it looks like it doesn't like that character either. Is there a list of characters or rules for QB descriptions you can give me so I can watch out for these? Or will you just correct it on your end each time? Bryan

Bryan, I was able to add the item to an estimate, can you try it again? The only thing that I may have done differently then you was before I tried to add the item I just checked to makes sure it was set up properly under Home > Items which it was and then clicked Save & Close.  If this happens again try going to the Item and ...

FYI, I changed the single quotes to double quotes on that selectaflo item and that did the trick.

Well, I just found another one. This one doesn't have the single quote issue you pointed out. This one is called cartridge 105. No quotes at all in this one.   Any ideas? It's getting kind of hard to create quotes. Bryan

Bryan, The issue seems to be with the Item name. It looks like the item name has 2 consecutive single quotes [‘'] which seems to be causing this issue. Is there a reason why you don't use double quotes ["]? I will be logging a ticket for this issue and update this thread when I have more information. -Michael

 Yes Michael it does. In fact, I played around with it last night and it only happens with certain items. If you get a chance, try a test estimate and choose an item called selectaflo, then click update in the job item grid and see what happens. Thanks Bryan

Today I’ll be shining the spotlight on another one of our overseas friends in the United Kingdom.  This spotlight features a real Method CRM user in the digital marketing services industry, in Bath, UK.  realityhouse builds websites and delivers digital marketing such as search engine optimization, email marketing and social ...

This has been fixed on the default Sales Order screen. -Michael 

Matt, The Generate Report action is what calls and displays reports. The Generate Report action also lets you select filters on what data is going to be reports on. Currently there is no statement report in Method but one can be created using the Method Report designer.  If you look at this forum post, it goes over some of the concepts of ...